Set up Security

Marketing4Dynamics has the following security roles:

Marketing4Dynamics Administrator

The Marketing4Dynamics Administrator is in charge of setting up and configuring the solution.

Marketing4Dynamics User

The Marketing4Dynamics User will be in charge of working with members of Marketing List in CRM and will be able to view campaign statistics and marketing activities data synced from Mailchimp.

Note: It is necessary to assign any one of the above security roles to use Marketing4Dynamics solution.

Here are the steps to assign security role to users.

• Go to Advanced Settings --> Settings --> Security.

• Select Users.

• Select user --> Click on MANAGE ROLES.

• Click on any one of the security roles --> Click Ok.

For Admin select "Marketing4Dynamics Administrator".

For user select "Marketing4Dynamics User".

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