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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / CRM integration with BC
Small and medium business | Business Central, N...
Suggested Answer

CRM integration with BC

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Posted on by Community Member

Hi Guys, 

I am struggling to integrate the Dynamics CRM with BC. 

It gives me the following error:

Microsoft Dynamics 365 Business Central
-------------------------------------------------------------------------------------------------------------------

The connection setup cannot be validated. Verify the settings and try again.
Detailed error description: The system is unable to connect to Microsoft Dynamics CRM.

Detailed description: Unable to Login to Dynamics CRM.
---------------------------
OK
--------------------------------------------------------------------------------------------------------------------

I am administrator on both sides so dont think its a permission issue and i tried connecting to both sandbox and production instances of my D365 CRM.

Your assistance will be much appreciated.

Kind Regards

Bash

I have the same question (0)
  • Suggested answer
    Olister Rumao Profile Picture
    Olister Rumao 3,967 on at

    Hi,

    I believe there is an existing CRM integration module in Business Central.

    All you need to do is setup the module in BC by providing your CRM credentials.

    Refer

    docs.microsoft.com/.../marketing-integrate-dynamicscrm

  • Suggested answer
    ikoletic Profile Picture
    ikoletic 2,202 on at

    Hi Bash

    Please read through the documentation and video embedded in documentation here:

    https://docs.microsoft.com/en-us/dynamics365/business-central/admin-setting-up-integration-with-dynamics-sales

    Reasons for above message can also be:

    - missing license for Dynamics CRM for Administrator. 

    - missing security roles in CRM - e.g. global admin will have access to CRM, however needs to be "Promoted to admin" to be considered an enabled user

    Please note that documentation advises against using Administrator credentials to run standard integration. You'll also see that assisted setup will not allow you to set integration using user that has System Administrator role set.

    Such configuration is not secure + admin may need to access system and integration ignores changes done by integration user to prevent data roundtrips between systems. 

  • Community Member Profile Picture
    Community Member on at

    Hi Guys,

    Thanks for taking the time out to reply to me.

    I have followed the actions provided in the links, however still no luck.

    Just to give abit more detail on the situation:

    The integration doesnt work when I try to install it on our server, which is running Windows NT server 2016.

    The error message that  pops up is :

    Enter valid Dynamics 365 for Sales administrator credentials.

    _________________________________________________________________________________

    I am using the sales adminstrator credentials.

    So i did a test by installing BC on my local machine and tried to doing the integration with the same credentials and it worked.

    I am left now with more confusion, I would assume something is blocking the authentication on the windows server, I could be wrong. I have raised a ticket with Microsoft to assist, the engineer had a look but hasnt proposed a solution as yet.

    Any solutions will be much appreciated.

    Kind Regards

    Bash

    ____________________________________________________________________________________________________________________

    FYI: this is what event veiwer is picking up:

    Server instance: LS

    Category: Runtime

    ClientSessionId: 7ed26d08-6c78-4c50-8028-4230bb300d55

    ClientActivityId: 6313f855-b522-473b-85e8-7f1814f893f5

    ServerSessionUniqueId: d54e6d3d-8f90-48b9-87a5-e0170823da86

    ServerActivityId: 9b93c418-1ac7-4a63-9bbe-22a3bdd45e3e

    EventTime: 10/22/2019 10:22:40

    Message (NavNCLDialogException): ParentException: NavNCLDialogException

    Enter valid Dynamics 365 for Sales administrator credentials.

    ExceptionStackTrace:

      at Microsoft.Dynamics.Nav.Runtime.NavApplicationMethod.InvokeMethod(ITreeObject obj, String methodName, Object[] args, Boolean resolveHandler, Boolean throwOnNotFound)

      at Microsoft.Dynamics.Nav.Runtime.NavForm.RaiseOnAction(Nullable`1 actionId, String actionTriggerMethodName)

      at Microsoft.Dynamics.Nav.Service.NSField.ActionField(NavSession con)

      at Microsoft.Dynamics.Nav.Service.NSField.Action(NavSession session)

      at SyncInvokeActionField(Object , Object[] , Object[] )

      at System.ServiceModel.Dispatcher.SyncMethodInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.RunInTransactionCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.TransientErrorRetryCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.ErrorMappingCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

    InnerException:

    ParentException: TargetInvocationException

    Exception has been thrown by the target of an invocation.

    ExceptionStackTrace:

      at System.RuntimeMethodHandle.InvokeMethod(Object target, Object[] arguments, Signature sig, Boolean constructor)

      at System.Reflection.RuntimeMethodInfo.UnsafeInvokeInternal(Object obj, Object[] parameters, Object[] arguments)

      at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)

      at Microsoft.Dynamics.Nav.Runtime.NavApplicationMethod.InvokeMethod(ITreeObject obj, String methodName, Object[] args, Boolean resolveHandler, Boolean throwOnNotFound)

    InnerException:

    RootException: NavNCLDialogException

    Enter valid Dynamics 365 for Sales administrator credentials.

    ExceptionStackTrace:

      at Microsoft.Dynamics.Nav.Runtime.NavDialog.ALError(Guid automationId, String message, NavValue[] values)

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit1291.Rethrow_Scope.OnRun()

      at Microsoft.Dynamics.Nav.Runtime.NavMethodScope.Run()

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit1291.Rethrow()

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit1291.OnInvoke(Int32 memberId, Object[] args)

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit5330.ProcessConnectionFailures_Scope.OnRun()

      at Microsoft.Dynamics.Nav.Runtime.NavMethodScope.Run()

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit5330.ProcessConnectionFailures()

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit5330.ImportCRMSolution_Scope.OnRun()

      at Microsoft.Dynamics.Nav.Runtime.NavMethodScope.Run()

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit5330.ImportCRMSolution(NavText serverAddress, NavText integrationUserEmail, NavText adminUserEmail, NavText adminUserPassword, Int32 proxyVersion)

      at Microsoft.Dynamics.Nav.BusinessApplication.Codeunit5330.OnInvoke(Int32 memberId, Object[] args)

      at Microsoft.Dynamics.Nav.BusinessApplication.Page1817.FinalizeSetup_Scope.OnRun()

      at Microsoft.Dynamics.Nav.Runtime.NavMethodScope.Run()

      at Microsoft.Dynamics.Nav.BusinessApplication.Page1817.FinalizeSetup()

      at Microsoft.Dynamics.Nav.BusinessApplication.Page1817.ActionFinish_a45_OnAction_Scope.OnRun()

      at Microsoft.Dynamics.Nav.Runtime.NavMethodScope.Run()

      at Microsoft.Dynamics.Nav.BusinessApplication.Page1817.ActionFinish_a45_OnAction()

    CallerStackTrace:

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.ErrorMappingCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.PushPopCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationTracer.TraceScopeCombinator(Category telemetryCategory, ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass9_0.<PerformanceCounterCombinator>b__0()

      at Microsoft.Dynamics.Nav.Runtime.NavPerformanceCounterSetter.UpdatePerformanceCountersWithAverageServiceOperationDuration(Stopwatch stopWatch, Action action)

      at Microsoft.Dynamics.Nav.Runtime.NavPerformanceCounterSetter.UpdatePerformanceCountersWithAverageServiceOperationAction(Action action, NavSession session)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.PerformanceCounterCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.InitClientTelemetryIdsCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.TlsClearCombinator(ServiceOperation innerOperation, NSServiceBase serviceInstance, MethodBase syncMethod, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.<>c__DisplayClass27_1.<Combine>b__1(NSServiceBase serviceInstance, Object[] inputs, Object[]& outputs)

      at Microsoft.Dynamics.Nav.Service.ServiceOperationInvoker.Invoke(Object instance, Object[] inputs, Object[]& outputs)

      at System.ServiceModel.Dispatcher.DispatchOperationRuntime.InvokeBegin(MessageRpc& rpc)

      at System.ServiceModel.Dispatcher.ImmutableDispatchRuntime.ProcessMessage5(MessageRpc& rpc)

      at System.ServiceModel.Dispatcher.MessageRpc.Process(Boolean isOperationContextSet)

      at System.ServiceModel.Dispatcher.MessageRpc.Wrapper.Resume(Boolean& alreadyResumedNoLock)

      at System.ServiceModel.Dispatcher.ThreadBehavior.ResumeProcessing(IResumeMessageRpc resume)

      at Microsoft.Dynamics.Nav.Runtime.NavSynchronizationContext.<>c__DisplayClass1_0.<ClearThreadLocalStorageDelegate>b__0(Object state)

      at System.Threading.ExecutionContext.RunInternal(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)

      at System.Threading.ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state, Boolean preserveSyncCtx)

      at System.Threading.QueueUserWorkItemCallback.System.Threading.IThreadPoolWorkItem.ExecuteWorkItem()

      at System.Threading.ThreadPoolWorkQueue.Dispatch()

    ProcessId: 3076

    Tag: 00000HC

    ThreadId: 112

    CounterInformation:

  • rich.tnt Profile Picture
    rich.tnt 5 on at

    Good day Bash,

    Did you ever get this resolved? If yes, please share your solution; I am having the same issue at the moment.

    Thanks in advance.

    Best regards,

    Rich

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