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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Need help installing/s...
Microsoft Dynamics 365 | Integration, Dataverse...
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Need help installing/setting up a Marketing connector within CRM

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Posted on by USA80 26

I am trying to go through the following process:  https://help.salesforce.com/articleView?id=mc_mdc_setup.htm&type=5   but when trying to

Create Users and Assign Permissions in Microsoft Dynamics CRM - the account is created in MSCRM, but I don't see a "Salesforce Marketing Cloud Administration Role" to assign it to the account that was just created.

Has anyone gone through this process.  Please advise, thank you.

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Need help installing/setting up a Marketing connector within CRM

    Hi Partner,

    As the link you provided, you should do the list in salesforce first.

    pastedimage1603245143882v1.png

    https://help.salesforce.com/articleView?id=mc_mdc_setup.htm&type=5

    Regards,

    Leo

  • USA80 Profile Picture
    USA80 26 on at
    RE: Need help installing/setting up a Marketing connector within CRM

    So if I am just setting this up for D365, do I need to do anything in Salesforce?

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at
    RE: Need help installing/setting up a Marketing connector within CRM

    Hi Partner,

    Thanks for your question.

    Actually the "Salesforce Marketing Cloud Administration Role" is a security role in Salesforce, not in D365.

    https://www.dummies.com/business/marketing/providing-access-salesforce-marketing-cloud-users/

    https://horizontal.blog/2020/06/09/marketing-cloud-roles-part-1/

    In D365, "System Administrator" is the highest level for security role, so it's enough. You should have the "Salesforce Marketing Cloud Administration" role in salesforce when you configure the marketing cloud in salesfoce.

    Regards,

    Leo

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