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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales for 365 Sync
Small and medium business | Business Central, N...
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Sales for 365 Sync

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Posted on by eaf-joseph 42

Greetings,

I have attempted to setup the Dynamics 365 for Sales connection in Business Central for multiple days now. I continually get the following error:

Enter valid Dynamics 365 Sales administrator credentials.

We have tried with two D365 Sales Admins with the permissions of: Systems Administrator, Systems Customizer and Sales Manager roles. This does not work in both our Sandbox environment or our Production environment. 

Any help would be greatly appreciated.

Thanks! 

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    keoma Profile Picture
    keoma 32,729 on at

    check the firewall settings.

  • Verified answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Hello,

    Here is a general guideline for the CRM environment that you are trying to connect to. 

    - The admin user that you are trying to connect with, must have a valid license for Dynamics 365 Customer Engagement Plan. If it is a trial license, it must not have expired. If the license expired, the admin will fail to log in.
    - The admin user that you are trying to connect with must have the following two roles on the CRM environment that you are trying to connect to: "System Administrator" and "System Customizer"
    - On your Azure Active Directory subscription, you must turn off Security Defaults. Log on to your Azure Subscription with an admin user, navigate to Azure Active Directory\Properties, Select Manage Security Defaults. Set "Enable Security Defaults" to No, and choose Save.
    - In Azure Active Directory, under Home\Security\Conditional Access - Policies, make sure that you don't have policies such as "Block legacy authentication" or "Require MFA for admins" or "Require MFA for all users". These policies must be turned off.

    MFA can be enabled on a per user base and an App password must be used instead (if MFA needs to be enabled on the CRM integration account). 

    Thanks.

  • eaf-joseph Profile Picture
    eaf-joseph 42 on at

    Marco,

    Thank you for the advice.

    As per your points -

    1) The admin user license is Dynamics 365 Sales Enterprise Edition, is that comparable?

    2) It has both roles, with Sales Manager.

    3) This was off.

    4) I have disabled MFA.

    Here is what I get now.

    The specified Dynamics 365 Sales administrator does not have sufficient privileges to import a Dynamics 365 Sales solution.

  • eaf-joseph Profile Picture
    eaf-joseph 42 on at

    Got this working via the options Marco outlined and recreating our Sandbox instance of Sales.

    Thanks!

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