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Business Central integration with CRM

Posted on by 772

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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  • Verified answer
    MCarrero Profile Picture
    MCarrero 772 on at
    RE: Business Central integration with CRM

    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?

  • ikoletic Profile Picture
    ikoletic 2,202 on at
    RE: Business Central integration with CRM

    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. 

  • Ezra Nielsen Profile Picture
    Ezra Nielsen 810 on at
    RE: Business Central integration with CRM

    Hi Mary,

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

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Business Central integration with CRM

    You can start from here:

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

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