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ClickDimensions: How to make changes to the service user

July 17th, 2017 DynamicsMSCRM No comments

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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ClickDimensions: How to change both the username AND password for the service user:

July 17th, 2017 DynamicsMSCRM No comments

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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