How to make changes to the service user utilized by ClickDimensions

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.)


The user has remained the same but the password has changed:

You must change the password after you have changed it with Microsoft. To update the password used by ClickDimensions, follow these steps:

Step 1: Change the password for CRM

Change the password for this user in the Active Directory (LiveID or Office 365 for CRM Online users).

Step 2: Navigate to Settings > ClickDimensions Settings.

navigate-to-cd-settings

Click on the Service Credentials link.

cd-settings-service-credentials

Step 3: Enter the new password and the captcha in the page that opens.

Service Credentials Window

Allow 60 minutes for the connection to be re-established.


The user has remained the same but the password has changed:

You may change the password after you have changed it with Microsoft. To update the password used by ClickDimensions, follow these steps:

Step 1: Change the password in CRM

Change the password in the Active Directory (LiveID or Office 365 for CRM Online users).

Step 2: Navigate to Service Credentials

In CRM, navigate to Settings > ClickDimensions Settings and click on the Service Credentials link.

Service Credentials

Step 3: Enter the new password and the captcha in the page that opens.Service Credentials Window

 Allow 60 minutes for the connection to be re-established.

To change both the username AND password for the service user:

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.

TIP: If your CRM uses an Office 365 login, you can set the service user’s password to never expire using PowerShell. See this article on Office 365’s site for instructions: http://onlinehelp.microsoft.com/en-gb/office365-enterprises/hh534387.aspx


Feature Added: Original
Feature Updated: Original
ClickDimensions Version Needed: Any