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For the latest updates to this post please visit the original posting here: Top 10 Best Practices for a Dynamics CRM Service Account
Integrating with Microsoft Dynamics CRM 2011 is very straightforward. This means we can easily create CRM portals to expose data to clients or reps, create data integrations with other systems, and create other web based systems that pull and push data into Microsoft CRM.
Perhaps you’re thinking of using a Dynamics CRM Service account. Maybe you prefer to use a single service account with all integrations, or you want to save a few dollars and use a named administrator account instead of a service account.
So what is a service account? A service account is an account used programmatically and strictly for data integration.
Below are 10 best practices for Dynamics CRM service accounts.
For example: if creating a service account for portal that only reads accounts from CRM, assign a unique role for this a service account with ONLY view access and nothing else.
That’s it! Following these 10 best practices will make your integration a lot more secure.
If you found this useful, you may also be interested in our post on how to impersonate in Microsoft Dynamics CRM.
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