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Dynamics 365 Connection Setup

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Posted on by MarcusCrooke 96

Dear Team,

When trying to initiate the 'Set up Dynamics 365 Sales connection', once I click 'Finish' on the 'To enable the connection, choose Finish. You will be asked to specify an administrative user account in Dynamics 365 Sales' - I come up with the below error message.

"The import of the integration solution failed. This may be because the solution file is broken, or because the solution upgrade failed or because the specified administrator does not have sufficient privileges. If you have upgraded to Business Central 16, follow this document to upgrade your integration solution: https://docs.microsoft.com/en-us/dynamics365/business-central/admin-upgrade-sales-to-cds"

Any ideas on what could be causing this error?

Thanks

Categories:
Sales
Financial Management
Business Central
Other
  • Suggested answer
    Azqar Profile Picture
    Azqar 48 on at
    Dynamics 365 Connection Setup
  • Suggested answer
    Renni Profile Picture
    Renni 958 on at
    RE: Dynamics 365 Connection Setup

    Yes and No lol

    Yes you need to change accounts to the main admin account that was used to set up Dynamics Sales CRM.

    I say no as it should already exist in O365

    It is not permissions in business central it is global admin position in O365 account where the licence is assigned.

  • MarcusCrooke Profile Picture
    MarcusCrooke 96 on at
    RE: Dynamics 365 Connection Setup

    Hi Paul,

    I am currently signed in on my own account, I have D365 FULL ACCESS as permissions. Are you saying I need to create and Admin account for both Business Central and Dynamics 365 Sales?

  • Suggested answer
    Renni Profile Picture
    Renni 958 on at
    RE: Dynamics 365 Connection Setup

    Also did you do as it requests in the error message you posted ?

    To upgrade your connection to use Common Data Service

    Open the Microsoft Dynamics 365 Connection Setup page, choose the Enable toggle to turn off your existing connection to Dynamics 365 Sales.

    Open the Common Data Service Connection Setup page, and choose the Enable toggle to turn on the connection.

    After you enable the CDS connection, the Business Central CDS Base Integration Solution is deployed to Common Data Service.

    Uninstall the Microsoft Dynamics 365 Business Central Integration solution from your Dynamics 365 Sales. For more information, see Uninstall or delete a solution topic.

    On the Microsoft Dynamics 365 Connection Setup page, turn on the Enable toggle to connect to Dynamics 365 Sales.

    After you enable the Sales connection, the Business Central Integration Solution is deployed to Sales. This enables integration with entities that are specific to Dynamics 365 Sales, such as sales orders, quotes, and invoices.

    On the Sales Connection Setup page, choose Use Default Synchronization Setup to initialize the integration table mappings for Dynamics 365 Sales.

  • Suggested answer
    Renni Profile Picture
    Renni 958 on at
    RE: Dynamics 365 Connection Setup

    Are you using the admin account ? this should be the same as the admin account in CRM

    The administrator account is used only one time during the setup due to configuration changes Base CDS Solution is making in Common Data Service. After the solution is imported the account is no longer needed. Integration will continue to use the user account that is automatically created specifically for the integration.

    In addition to customizing Common Data Service, the solution also creates the following roles in Common Data Service for the integration:

    Integration Administrator - Allows users to manage the connection between Business Central and Common Data Service. Typically, this is assigned only to the automatically created user account for synchronization.

    Integration User - Allows users to access synchronized data. Typically, this is assigned to the automatically created user account for synchronization and other users who need to view or access the synchronized data.

  • MarcusCrooke Profile Picture
    MarcusCrooke 96 on at
    RE: Dynamics 365 Connection Setup

    Hi Paul,

    Yes CDS is connected but doesn't seem to be connecting to our Dynamics 365 Sales and I'm assuming its because I cannot complete the connection setup.

  • Renni Profile Picture
    Renni 958 on at
    RE: Dynamics 365 Connection Setup

    pastedimage1602159629771v1.png

    Have you connected to the CDS ?

    Here is a useful link

    https://docs.microsoft.com/en-us/dynamics365/business-central/admin-prepare-dynamics-365-for-sales-for-integration

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