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Small and medium business | Business Central, N...
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Connection Issue from D365 Business Central to Dynamics 365 Sales

Posted on by 15

I am trying to connect CRM in Business central through dataverse using a Trial environment.

I have successfully connected to the Dataverse Connection setup. But when I am trying to connect the Microsoft Dynamics D365 Connection setup I am getting this below error.

Could you please provide the solution for this issue?

2021_2D00_10_2D00_14-12_5F00_31_5F00_16_2D00_Edit-_2D00_-Microsoft-Dynamics-365-Connection-Setup-_2D00_-Dynamics-365-Business-Central-a.png

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    Hi, hope this will help.

    https://yzhums.com/8566/

    Thanks.

    ZHU

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    Good day,

    Please raise a support request to Microsoft via your partner or CSP so we can try to assist you directly.

    Thanks.

  • Rajnikant Parmar Profile Picture
    Rajnikant Parmar 15 on at
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    I have gone through the link you provided and did changes according to that. But still, I am getting this error.

    3733.2021_2D00_10_2D00_14-16_5F00_36_5F00_24_2D00_Edit-_2D00_-Microsoft-Dynamics-365-Connection-Setup-_2D00_-Dynamics-365-Business-Central-a.png

  • Suggested answer
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    Hi

    The users involved in the synchronization had to be assigned the relevant roles and permissions.

    please check the below link

    community.dynamics.com/.../set-up-common-data-service-connection-for-business-central

  • Rajnikant Parmar Profile Picture
    Rajnikant Parmar 15 on at
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    I have tried this. But after that, I got this below error.

    2021_2D00_10_2D00_14-16_5F00_36_5F00_24_2D00_Edit-_2D00_-Microsoft-Dynamics-365-Connection-Setup-_2D00_-Dynamics-365-Business-Central-a.png

  • Suggested answer
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    Hello

    Besides Marco reply, also check the below steps

    since the user, John is a type of user that is created in trial environments by default

    when you create a CRM trial you have this user already there

    in order to enable the D365 Sales connected, we need to enable the Dataverse connection to sync the "primary" tables

    after that follow the below steps:

    1. Choose Setup and Extensions, and then choose Assisted Setup.
    2. Choose Set up the Dynamics 365 Sales Connection to start the assisted setup guide.
    3. Fill in the fields as necessary.
    4. Optionally, there are advanced settings that can enhance security and enable additional capabilities, such as sales order processing and viewing inventory levels. The following table describes the advanced settings.

    docs.microsoft.com/.../admin-prepare-dynamics-365-for-sales-for-integration

    docs.microsoft.com/.../admin-how-to-set-up-a-dynamics-crm-connection

    https://yzhums.com/8566/

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Connection Issue from D365 Business Central to Dynamics 365 Sales

    Hello,

    In Dataverse there is a user called "integration user". It has an email of john@contoso.com. That user should not have a system admin role. it seems to have it.

    Thanks.

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