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Connection Issue from D365 Business Central to Dynamics 365 Sales

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Posted on by Rajnikant Parmar

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

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YUN ZHU 81,365 Super User 2025 Season 1 on at

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

Hi, hope this will help.

https://yzhums.com/8566/

Thanks.

ZHU
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Marco Mels on at

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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 15 on at

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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.
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Microsoft Dynamics ... on at

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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 15 on at

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

I have tried this. But after that, I got this below error.
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Microsoft Dynamics ... on at

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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:

Choose Setup and Extensions, and then choose Assisted Setup.

Choose Set up the Dynamics 365 Sales Connection to start the assisted setup guide.

Fill in the fields as necessary.

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/
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Marco Mels on at

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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.