When we need to connect CRM to another system it is important that the connection remain working so data can flow easily between the systems. One common issue that can arise in the integration is the user account we use to create the connection, password can expire. When this happens it could be minutes to days before the issue is found and that can lead to data synchronization between the systems getting messed. To migrate this risk we can easily setup a user with a non-expiring password. The user type for this in CRM is "Non-Interactive". Non-Interactive users can't log into CRM via the front end. If you try you will see this error message:
The other benefit of using a non-interactive user account is it doesn't require a CRM license to work. You will only need to assign a license to the account for about 5 minutes to setup the account for the first time. After that you can remove it and it will remain active in CRM. You are allowed to have 5 non-interactive users.
No lets get to the instructions of how to set this up. You will need to have an admin account for CRM and Office 365. You will also need PowerShell Installed.
Setup Non-Interactive User:
No lets get to the instructions of how to set this up. You will need to have an admin account for CRM and Office 365. You will also need PowerShell Installed.
Setup Non-Interactive User:
- Create a user in the Office 365 admin center. Be sure to assign a Dynamics 365 (online) license to the account.
- Go to Dynamics 365 (online).
- Go to Settings > Security.
- Choose Users > Enabled Users, and then click a user’s full name.
- In the user form, scroll down under Administration to the Client Access License (CAL) Information section and select Non-interactive for Access Mode. You then need to remove the Dynamics 365 (online) license from the account.
- Go to the Office 365 admin center.
- Click Users > Active Users.
- Choose the non-interactive user account and under Product licenses, click Edit.
- Turn off the Dynamics 365 (online) license, and then click Save > Close multiple times.
- Go back to Dynamics 365 (online) and confirm that the non-interactive user account Access Mode is still set for Non-interactive.
- In CRM assign a role to the user account.
Setup Non-Expiring Password:
Important Links:
Download Azure PowerShell Version 1 (File at bottom of page)
expire Set an individual user’s password to never (Initial steps I used)
Steps:
Initial Setup: (For installs always use the x64 version) – This only needs done once
- Install Microsoft Online Services Sign-In Assistant for IT Professionals RTW
- Install Microsoft Azure Active Directory Module for Windows PowerShell. I did run into an issue here and needed to also install Azure AD PowerShell Version 1.
In PowerShell (run the following commands) – replace red text with user name of account you want to set the non-expiring password on:
1. Import-Module MSOnline
2. Connect-MsolService
a. You will get a pop-up and need to login with a global admin account
3. Set-MsolUser -UserPrincipalName serviceaccount@contoso.com -PasswordNeverExpires $true
4. Confirm the process worked by running the following command:
a. Get-MSOLUser -UserPrincipalName user ID | Select PasswordNeverExpires
b. If successful you will see this:
Troubleshooting:
Not Digitally Signed Error: Run this script in PowerShell –
Set-ExecutionPolicy -Scope Process -ExecutionPolicy Bypas
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