Overview:
Describes how to change the password on the service account that was set up for ClickDimensions to communicate with CRM.
Problem/Scenario:
The ClickDimensions service requires a CRM user account to be set up as a “service account.” If the password is changed for this user, the ClickDimensions service will be unable to communicate with CRM, and you will be unable to access ClickDimensions functions from within CRM.
If you have already changed the password for the service account, when navigating to certain portions of the ClickDimensions system within CRM, you may see an error similar to “An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail.” This indicates that the password is out of sync.
Resolution:
When you originally registered for the ClickDimensions solution, one of the fields you had to enter information into was the CRM user field. This information was needed to establish a service user for our application. While we recommend that you create a dedicated CRM user with a fixed password, you can easily provide any CRM user with appropriate privileges. (NOTE: Some corporate policies and security best practices dictate changing the password on service accounts and user accounts on a regular basis.)
Continue for Screen Shots and walk through of the process.
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In order to change both the username and password for the service user, you must open a support ticket. Please tell us the URL to your CRM as well as the new username. We can reset the username and then you’ll need to set the password as described in the above steps.
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If you receive the following error below then your Azure user does not have Administrator permissions. Azure has been changing permissions, formally every users basically had admin rights however that is not the case any longer. If you are unable to add a Namespace then most likely your Azure user does not have permissions. The user will now need Administrator privileges to add a Namespace. If you have a specific Azure user that you are using for the Namespace and Queues then you will need to login to Azure with an Administrator, browse to the Service Bus area, go to Settings and then add the specific user to the Admins. Once complete you will be able to add the Namespace
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To resolve this error the Azure Powershell instance must be October, if they have the December version it will fail. You can see the version by going to Programs and Features. They will need to uninstall the December version and install the October version, an installation overwrite will not work.
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During installation of the ClickDimensions solution, four security roles are created in CRM. These roles are specific to ClickDimensions and have very different purposes. The following list describes each ClickDimensions security role and its intended purpose.
ClickDimensions Core
This role should be assigned to all users (even if not using ClickDimensions). It contains the minimum set of privileges that are required by the ClickDimensions plugins and will prevent failures in creating leads/contacts and opportunities
ClickDimensions User
This security role should be assigned to users (none administrators) who view data generated by ClickDimensions. Most of the privileges are set to the Read level so the users can view the tracking data. This role also allows the user the ability to send emails.
ClickDimensions Service
This role should be assigned to the ClickDimensions service user in case the System Administrator role cannot be assigned. For more information on the required privileges for this particular user please go to the Security Requirements.
ClickDimensions Lock Email Blocks
This role should be assigned to users who need to be able to lock and unlock blocks in the Drag and Drop email editor. When a block is locked anyone without this role will not be able to edit the content of the block. More here.
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To tell where your ClickDimensions account data center is deployed in, you can open the Email Template designer. The URL begins with https://app-eu.clickdimensions…, the eu in this case designates the Europe, au for Australia and us for North America.
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