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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics 365 Contact Center Trial Salesforce CRM connection

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Hi,
 
I am getting stuck on this step when connecting my Dynamics 365 Contact Center trial to my Salesforce production CRM.
 
After successful login verification, the Share connector permissions page remains stuck loading.
 
Is this a known limitation of the trial version, or has anyone successfully established this connection using a trial account?
 
Regards,
Saj
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  • Suggested answer
    DAnny3211 Profile Picture
    11,265 on at
    Dynamics 365 Contact Center Trial Salesforce CRM connection
    Hi Saj,
    
    Thanks for sharing your experience. The issue you're encountering—where the Share connector permissions page hangs after login verification—can sometimes occur in trial environments due to limited backend provisioning or incomplete service configurations.
    
    Here are a few things you can try:
    
    1. **Browser and Cache**: Clear your browser cache or try using a different browser or incognito mode to rule out session-related issues.
    2. **Connector Permissions**: Ensure that the Salesforce user account you're using has the necessary API and integration permissions enabled.
    3. **Trial Limitations**: While the Dynamics 365 Contact Center trial generally supports connector integrations, some advanced features or connectors may not be fully functional until the environment is converted to a paid subscription.
    4. **Microsoft Support**: If the issue persists, I recommend raising a support ticket through the Microsoft 365 admin center to verify whether this is a known limitation or a configuration issue specific to your trial instance.
    
    Please consider marking this response as helpful if it addresses your question.
    
    
    Thanks and best regards,  
    Daniele  
    *Note: This response was prepared with support from Copilot to ensure clarity and completeness.*

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