Security Role for Standard Users within Microsoft Dynamics CRM

Security Role for Standard Users within Microsoft Dynamics CRM

There is a need for a seperate security role for the "standard" user in Microsoft Dynamics CRM, which would have less privledges than the "Marketo Sync User" security role. Currently, the standard user must be assigned the "Marketo Sync User" security role for changes in CRM to be written to Marketo.

This security role should include the absolute minimum privledges required to allow standard users to make changes within the CRM, and see them written to Marketo. Once this minimum set of privledges have been defined, the security role should be created and included in all future releases of the Marketo Lead Management solution.

For the current installation guide regarding the Marketo Lead Management solution into Microsoft Dynamics CRM, please see the following: https://docs.marketo.com/display/DOCS/Microsoft+Dynamics+Sync

2 Comments
Anonymous
Not applicable
Our organization is unable to proceed with integration until a solution is provided. Thanks for working on for us.
 
kh-lschutte
Community Manager
Status changed to: Open Ideas