Set Up Dynamics CRM Connection using Assisted Setup in Dynamics 365


Sets up a connection to Dynamics CRM which allows you to synchronize data such as contacts and sales order information.

Set up a Dynamics CRM connection to enable seamless coupling of data.

Once coupled, we can access Dynamics CRM records here and, for some entities, access records from Dynamics CRM. We can also synchronize data between records so that data is the same in both systems.

Configuring CRM with NAV is simplified in Dynamics 365.
We can setup with few clicks.

First we need to make sure that we have setup proper “User Experience” in Company Information Page.

Experience

Specifies for which application areas fields and actions are shown in the user interface. This is a way to simplify the product by hiding UI elements for features that you do not use.

We need to have "Suite" in experience to use CRM integration.



Now Go to Assisted Setup and tasks page

Click on Set Up Dynamics CRM Connection

DYNAMICS CRM CONNECTION SETUP page will open

Click Next


Here we need to Enter the URL of the Dynamics CRM server that hosts the solution that you want to connect to.


Click Next


Here we need to enter the credentials for the Dynamics CRM account that will be used for the integration.

Create a specific Integration user in CRM and enter here.

And also enter the credentials for the Dynamics CRM administrator account that will be used to import the Dynamics CRM solution.

Click Next


Select the appropriate check boxes as per your requirements

Click Finish..
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