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Business Central forum

Business Central integration with CRM

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Posted on by 774

Can anyone direct me to directions in configuring the integration of these areas of D365?

I have just begun my attempt and already running into issues. 

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  • Suggested answer
    Stefano Demiliani Profile Picture
    37,166 Most Valuable Professional on at

    You can start from here:

    docs.microsoft.com/.../marketing-integrate-dynamicscrm

  • Ezra Nielsen Profile Picture
    810 on at

    Hi Mary,

    I have been able to link it using the steps described here docs.microsoft.com/.../marketing-integrate-dynamicscrm

  • ikoletic Profile Picture
    2,202 on at

    Hi Mary

    First resource to go to is on docs site

    Second one you can watch here.

    Let me know where you're stuck and how I can help further. 

  • Verified answer
    MCarrero Profile Picture
    774 on at

    So far so good.  it was promoting the admin user to admin in CRM that I was missing!  I will let you know if other issues arise.

    Are there any pain points that I should watch for in migrating someone from GP/CRM to BC/CRM?

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