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We have an on-premise GP install, and I would like to use Connector to integrate it with our new Dynamics CRM Online subscription.
So... Going through the setup, it asks for a username and password for connecting to Dynamics CRM. It specifies that this should be a non System Admin account. My initial thought was that I would set up the connector using my account, but I am the system admin. Our other accounts are our owner, and our salespeople.
Do I have to set up another account just for the Connector service @ $44 a month? I'd just as soon not spend ~$600 a year if I don't have to.
I could possibly run this as the Owner's account, would he notice anything from his end?
Why wouldn't you run it as the system admin role? If I did create another account what are the minimum permissions?
I believe CRM Online used to allow up to 5 free service accounts but with the migration to O365 that went away.
http://niiranen.eu/crm/2012/07/signing-up-for-crm-online-trial-in-the-microsoft-online-era/
From what I was told, updates made by the integration account (flagged as Integration User and Access Mode Non-Interactive) will be ignored by the connector. So if you were using a standard user account, their changes might be ignored.
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So the only option is to pay for another license for CRM?
Man, what a cluster-fudge this is turning out to be. We're a very small company, less than 30 employees total, and in trying to get this off the ground we've had to purchase a new server for Sharepoint/AD Integration, we have almost half of our CRM dollars going to overhead like Admin accounts... On top of the money we've already paid to set up a new server for GP 2013 and the licensing for that. I feel "forced" to pay more and more to Microsoft every time I turn around.
Frankly, this is penny-wise, pound-foolish on MS'es part. I will NEVER recommend this system to anyone else unless they're a direct competitor, and in the future, I will stay the heck away from MS products. This is coming from someone who has spent the last 15 years administering MS software. This whole "Office 365" experience seems to be very poorly engineered and half baked. I thought we could save some money by using the hosted platform, and now I'm kicking myself. The only thing keeping me from immediately switching to that other CRM platform that rhymes with "Gail's borscht" is the fact that I've already stuck my neck out for Dumbnamics.
Sorry Jason, don't mean to vent on you, but this has been a series of expensive frustrations. After the wonderful test drive my new car has been delivered with a totally different interior, no wheels, and a gas cap that's been welded shut.
You need to create a new account to use as the integration user (user specified in the CRM adapter within Connector) or use one of the existing accounts within CRM online today. As pointed out, with CRM online you do get 5 non-interactive accounts CALs to use for integration and when the Configuration utility within the CRM adapter in Connector is run it will set the account that was specified in the CRM adapter setting to be one of these users and thus you should not be charged for them as I understand. That is why you should not use your only admin account as the CRM adapter user - it will get set to be non-interactive and thus will never be able to log into CRM again!
This posting is provided "AS IS" with no warranties, and confers no rights.
Connector for Microsoft Dynamics team blog
So, once I set the account up for use with connector, the license will free up? Is that what you're saying?
I have tested this by taking away one of my users' licenses and assigning it to an account, dyn_connector@<domain>.com. Within CRM I set this account to a non-interactive user. Once this is done, the "Test Settings" button works. I have not gone beyond that point.
Now, once I take the license away from the dyn_connector account, "Test Settings" fails with a login error. Account is still set to non-interactive.
Our partner doesn't know how to set up a service account in Office 365'd CRM, I called MS support, and they don't know how to set up a service account in CRM. I'm at the phase of "It's been escalated" with no reply yet. I have googled every combination of "Dynamics, CRM, service, account, non-interactive, connector, online" that I can think of, and it seems no one has an answer. Even MS'es "Licensing Help" link on the licensing page has no information on the CRM product.
I have literally spent the better part of two days trying to figure out how to set a service account. I'm going to go all the way through the connector setup and then take away the license and see what happens.