Installation & Configuration Overview #

To configure a user with ~.UcClient.~ for Dynamics 365, configuration within both ~.Dimensions.~ and Dynamics is required.

To perform this configuration, the following user accounts will be required:

• A user account with 'Manage Users' & 'Manage Billable Items' permissions on the ~.Dimensions.~ portal
• A user account with administrative permissions on the target Dynamics instance
• Firewall/Router administrative access to allow connectivity to the https://*.myreports.cloud domain (if currently restricted)

Please make sure you have access to all these systems before starting the configuration process.

External Communication #

~.UcClient.~ communicates with the ~.Dimensions.~ services for authentication and call events. Connections to ~.Dimensions.~ Services are made from the user's browser.

Any users of ~.UcClient.~ will require access to the following domain:

https://*.myreports.cloud

Licensing #

For a user to be able to have access to the ~.UcClient.~ client, they will need to have been assigned a 'CRM User' license on their ~.Dimensions.~ user account.

For more information on requirements and supported environments, please refer to the following sections:

• Requirements
• Release Notes