• Documentation
  • Back to www.mscrm-addons.com
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/DocumentsCorePack(DCP)/User privilege requirement for the DocumentsCorePack Online Service

User privilege requirement for the DocumentsCorePack Online Service

463 views 0 Updated on November 17, 2021

In this article, we want to describe which minimum privileges are necessary for the user defined in the DocumentsCorePack Service Online Configuration.

DocumentsCorePack Service with Server2Server or AppAccess connection:

AppAccess and S2S connections are based on the “act on behalf of another user” privilege management. The user used for the connection requires as many privileges as any user requires for the use of the product. Security for “act on behalf of” is determined by matching privileges present on BOTH the impersonated user and the “act on behalf of user”. Privileges only present on one user are ignored by Dynamics.

While creating the DocumentsCorePack Service this user must have at least

  • SystemCustomizer privileges and
  • mscrm-addons.com security roles

For running the DocumentsCorePack Service this user must have

  • as many privileges as any user require for the use of the product.
    This means that you have to ensure that the service user has all privileges necessary for the document generation and processing functionality of DocumentsCorePack, like:
    • access to all Dataverse data you have referenced in your templates
    • rights to read, create, modify records ( emails, activities, notes,..)
    • …

After the installation, you can remove the SystemCustomizer role from the user, but it is not recommended, as you need to re-add it, whenever an update of the DocumentsCorePack solutions is required.

Granting system administrator privileges to the Application user ensures, that no user interaction is accidentally limited.

DocumentsCorePack Service SharePoint Integration

If you have enabled the SharePoint Integration for the DocumentsCorePack Service we recommend using Server2Server connection.

The SharePoint user must always be able to log in to the root site of SharePoint. (Not see any data, but be able to logon without any error)

The user must have modify rights to the target folder. If the product is configured to create SharePoint folder information, the same rights are required for every existing library and folder in any possible target path.

If templates are used that set attribute-values on your SharePoint locations then the  SharePoint user must be able to read the attribute metadata on the library level.

Tags:DocumentsCorePackprivilegessecurity roles

Was this helpful?

Yes  No
Related Articles
  • Generate and process documents within customer journeys in Dynamics 365 Marketing
  • How to access mscrm-addons product settings in Dynamics 365
  • One-Click-Actions (OCAs) in DocumentsCorePack
  • Service Configuration options
  • Multipart documents in DocumentsCorePack
  • Azure Active Directory Licensing counts explained
Leave A Comment Cancel reply

Latest Articles
  • How to activate the DocuSign SMS Authentication for DocumentsCorePack
  • How to set a signing order for Adobe Sign.
  • How much data & file capacity can you save by moving email content and file attachments?
  • Generate and process documents within customer journeys in Dynamics 365 Marketing
  • Multi-Select Picklist fields in DocumentsCorePack Templates
Popular Articles
  • Where do I find the Unique Organization name in Microsoft Dynamics 365?
  • DocumentsCorePack Online Service Configuration
  • mscrm-addons.com Application Access for Dynamics 365 (App Access) – DocumentsCorePack
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • How licenses are counted
Top Rated Articles
  • IMPORTANT information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack connector for PowerApps & Microsoft Flow
  • Step-by-Step: How to configure a One-Click-Action
  • Can you save data capacity by moving email content?
  • Online Services: Required Application Permissions
Categories
  • *News and General Infos* 51
  • Webinars 21
  • Template Designer(DCP 163
  • DocumentsCorePack(DCP 181
  • TelephoneIntegration (TI 64
  • AttachmentExtractor (AE 56
  • PowerSearch (PS 45
  • ActivityTools (AT 57
  • SmartBar (SB 51
  • GroupCalendar (GC 45
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.