Playbooks requires an Integration User (a.k.a. Service User, Access User, etc.) which is used to connect the CRM to the corresponding Playbooks account and synchronize data between Playbooks and the CRM: create and update tasks, update the Playbooks fields on the lead, contact, phone, email, task entity records, and read users and teams. This section covers how to setup up a Dynamics user with the appropriate settings.

1 - Create a Dynamics Non-Interactive User

It is recommended that a Dynamics Non-Interactive user serve as the Playbooks Integration User.

Instructions on creating a Dynamics Non-Interactive user can be found here.

  • When creating the user in the Office 365 Admin Center, it is recommended that the 'Service administrator' role be assigned to the user. Go to O365 Admin Center > Users > Active Users > click Add a User > Roles > Customized administrator > select Service administrator
  • Ensure that the user's email address is saved on the user page in Dynamics
  • IMPORTANT: Set the user's password to never expire

2 - Assign the Playbooks Service User Role to the Non-Interactive User

  1. Browse to Dynamics > Settings > Security > Users > Click the non-interactive user
  2. From the user page click Manage Roles
  3. Check the box for the 'Playbooks Service User' roleĀ 
  4. Then click OK

Frequently Asked Questions

  • Can I use an existing service account/non-interactive user? Yes, you can use an existing account if you are able to make the necessary changes to the account to comply with the Playbooks requirements.
  • If creating a new user, will this occupy a license? Yes, upon creation a Dynamics license will be assigned, but you can remove this later.
  • What happens if I don't assign the Playbooks Service User Role to the Integration User/non-interactive user? During the initial Authorization step you will not be able to select the correct user.

NEXT STEPS

  1. Work with your ISDC Resource to provision a Playbooks Account.

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