web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Need help installing/setting up a Marketing connector within CRM

(0) ShareShare
ReportReport
Posted on by 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.

I have the same question (0)
  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    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

  • USA80 Profile Picture
    26 on at

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

  • LeoAlt Profile Picture
    16,331 Moderator on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 144

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 69 Super User 2026 Season 1

#3
ManoVerse Profile Picture

ManoVerse 62 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans