关于Docusign与Dynamics 365集成以及与“全局管理员”用户权限相关的问题。

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英文:

Question about Docusign Integration with Dynamics 365 in relation to the 'Global Admin' user permission

问题

"Due to CRM and Office 365 API requirements, the user you use to configure the DocuSign integration with Dynamics must be a Global Administrator in the top-level business unit with System Administrator permissions within the Dynamics tenant. This will ensure that all functionality works as designed and is supported by DocuSign."

因为CRM和Office 365 API的要求,您用来配置与Dynamics集成的DocuSign的用户必须是在Dynamics租户中具有系统管理员权限的顶级业务单元的全局管理员。这将确保所有功能按设计工作,并得到DocuSign的支持。

  1. 如果我的用户被授予全局管理员权限,安装了DocuSign,然后这些权限被撤销,这会影响DocuSign吗?
  2. 如果我让一个全局管理员用户安装DocuSign,我是否可以使用我的系统用户帐户在Dynamics中配置设置而不会出现问题?
英文:

Looking at the guide to install DocuSign for Dynamics, one of the key items mentioned is:

"Due to CRM and Office 365 API requirements, the user you use to configure the DocuSign integration with Dynamics must be a Global Administrator in the top-level business unit with System Administrator permissions within the Dynamics tenant. This will ensure that all functionality works as designed and is supported by DocuSign."

So I am looking to install Docusign for a customer, but my user does not have 'Global Admin' permissions, just System User.

My question is, if I were to get a Global Admin user or have the permissions assigned to my user and install Docusign, what are the answer to the following scenarios:

  1. If my user was given Global Admin permissions, installed Docusign, then those permissions were revoked, would this affect Docusign?

  2. If I were to get a Global Admin user to install Docusign, can I configure the settings within dynamics using my System User account without issue?

答案1

得分: 1

如果我的用户被授予全局管理员权限,安装了Docusign,然后这些权限被撤销,会影响Docusign吗?

潜在地,这可能会影响,因为全局管理员特权可能需要进一步的配置/更改。首选方式是要求客户的全局管理员来进行安装。

如果我让全局管理员用户安装Docusign,我可以使用我的系统用户帐户在动态中配置设置而不会出现问题吗?

理想情况下,是的,大多数产品都是这样运作的,例如初始设置Teams安装(深度集成)需要全局管理员,但进一步的配置可以由系统管理员完成,因为它只涉及Dataverse。

英文:

> If my user was given Global Admin permissions, installed Docusign,
> then those permissions were revoked, would this affect Docusign?

Potentially it could affect as Global Admin privilege could be required for further configurations/changes. Preferred way is ask the customer Global Admin to make the installation.

> If I were to get a Global Admin user to install Docusign, can I
> configure the settings within dynamics using my System User account
> without issue?

Ideally yes, most of the products behave that way for example initial setup Teams installation (Deep integration) require global administrator but further configurations can be done by system administrator as it involves only Dataverse.

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  • 本文由 发表于 2023年6月13日 18:52:21
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