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Hi we've just installed the above plugin, but I could do with some help with what level of credentials need to be used to connect the plugin to our D365 instance. I've attached a screenshot below
Here is a link to the documentation regarding the plugin connection details https://docs.alexacrm.com/wpcrm/configuration/
For those of you who've installed this plugin, does the user need to be System Administrator level, or can it be a Standard user?
Any help would be appreciated
for all plugin related questions please use WordPress forum.
But since we're here already... The account connecting to Dynamics 365 needs to have permissions to read metadata and solutions (latter is optional but helpful). Beyond that, it only needs to have permissions required to perform the relevant operations. E.g. if you create contact us form using lead entity then create for leads will be a must have.
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