1. Define security roles

1.1 In order to set up the Microsoft Dynamics CRM connection, you first have to create a security role in Microsoft Dynamics. Therefore, open the Administration Setting in CRM.

1.2 Click on Security Roles to create a new role or to edit an existing one. The security role at least needs to have access to the following Core Records:

You can set up the key according to your ideas. The only restriction is that access on user level has to be permitted.

2. Assign Security Roles

2.1 The next step is to assign a user the rights for the API acces. Go to your administration setting and click on ‘User’.

2.2 Here you create a user and assign him the security role you just made. You can also assign the security role to an existing user.

3. Establish the connection with Newsletter2Go

3.1 Log in to your account or create a new one and navigate up there right to settings and to plug-ins. Select Microsoft Dynamics from the list and fill out the fields: type of the authentification (at present Office 365 and Live Onlive are supported), your mail address, your password and the URL of the Dynamics-installation.

3.2 Now you only have to choose whether you want daily recipient syncronisation and if only newsletter recipients from CRM need to be synchronised. If you completed the settings, click on ‘complete set up’.