Customizations

✍️ DRAFT : IN PROGRESS

Auto populating Permissions for new Accounts/Contacts/Leads

When a new Account, Contact or Lead is created in CRM a background process will create Spotler Permissions (1-2sec). Which Permissions will be created can be configured in two Environment Variables:

  1. Spotler Permissions (dh_spotlerpermissions)

Holds a semicolon (;) separated string with the Permissions that will be created. The connector will keep this in sync with Spotler.

To disable the auto-creation of permissions add a Current Value with a semicolon (;).

  1. Spotler Permissions Enabled By Default (dh_spotlerpermissionsenabledbydefault)

Holds a semicolon (;) separated string with the Permissions that will be Enabled (opt-in) by default. If you don't want to enable any permission then give it the value ;.

environment-variables.png

Populating Permissions for existing Accounts/Contacts/Leads

After installation of the connector, Spotler Permissions are not automatically added to existing Accounts/Contacts/Leads.

Sync Contact Job or Marketing List

The best way to populate the Permission for existing Accounts/Contacts/Leads is to synchronize them with Spotler. The connector will detect that there are no Permissions and create them, and if the contact already exists in Spotler with enabled Permission(s) will copy them.

This can be done by creating a SpotlerJob with Operation=Sync Contact, or create a MarketingList with the Accounts/Contacts/Leads and sync the list.

A down-side of this approach is that by default the Permission are opt-out!

Manually adding Permissions by Admin

If you want to enable (opt-in) for one or more Permissions for existing Account/Contact/Lead, a better approach would be to create Spotler Permissions manually in CRM for each existing Account/Contact/Lead.

Only an Administrator has the rights to create Spotler Permissions.

The following columns need to be set to create a Spotler Permission:

This can be done in bulk, for example by using Power Automate or other tools.

After creating Spotler Permissions in CRM, the existing Accounts/Contacts/Leads still need to be synchronized! Create a SpotlerJob with Operation=Sync contact, or create a MarketingList with the Accounts/Contacts/Leads and sync the list.

TODO's

TODO: Describe options and advise for Dynamics 365 implementators/partners.

TODO Explain: