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ReportHi,
I want to use a third party software like kingsway soft to update data in Dynamic CRM on premise.
but don't know what permission should I need to do this.
Thanks in advance,
Ben
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Hi,
I want to use a third party software like kingsway soft to update data in Dynamic CRM on premise.
but don't know what permission should I need to do this.
Thanks in advance,
Ben
Hi,
Please check if you are providing correct credentials
Hi Bipin.
Thanks for your support,
I got the following error when I connect CRM with a system administrator account.
Thanks
Ben
TITLE: SSIS Integration Toolkit for Microsoft Dynamics 365 (v21.2.0.31501)
------------------------------
KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. (Error Code: InvalidSecurityToken) (SSIS Integration Toolkit for Microsoft Dynamics 365, v21.2.0.31501 - devenv, v16.11.32802.440)System.ServiceModel.Security.MessageSecurityException
: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.System.ServiceModel.FaultException
: An error occurred when processing the security tokens in the message.
Hi Matt,
Thank you for your support, I've got a temp system administrator and had a try,
unfortunately, got the following error.
Can you please help?
Thanks,
Ben
TITLE: SSIS Integration Toolkit for Microsoft Dynamics 365 (v21.2.0.31501)
------------------------------
KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. (Error Code: InvalidSecurityToken) (SSIS Integration Toolkit for Microsoft Dynamics 365, v21.2.0.31501 - devenv, v16.11.32802.440)System.ServiceModel.Security.MessageSecurityException
: An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.System.ServiceModel.FaultException
: An error occurred when processing the security tokens in the message.
Hi ,
I would recommend to start with minimum privilege role mentioned at below link.
docs.microsoft.com/.../database-security
Then start adding permission for your Entities which you want to perform CRUD operation from Kingswaysoft.
Hi Ben,
Third-Party tools such as Kingswaysoft connect to the systems via a Dynamics CRM user account, and so the permissions that would be required would have to be added to the user account you are using.
In general, if you are just testing out the connections to make sure everything can work, the recommendation is to use the System Administrator security role since it has full access to all tables.
Once you confirm that you can connect and do your updates, you will need to identify what tables you are updating and apply a security role (or create a new one) that has the proper permissions.
For example, if you are updating the Contact table you would want to have Organization-level permissions for the Read action for the Contact table. If you are creating any records, that permission would have to be extended to the Create privilege.
Once you identify the tables you are updating/creating, you should be able to add those permissions to a security role and apply that to the specific user you are using to connect to Dynamics CRM.
Thanks!
Matt Bayes
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