Page 1817 "CRM Connection Setup Wizard"

Base Application · Microsoft.Integration.D365Sales · captioned “Dynamics 365 Sales Integration Setup” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Dynamics 365 Sales Integration Setup
SourceTable	CRM Connection Setup
PageType	NavigatePage

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
BannerStandard	MediaResourcesStandard.““Media Reference””	`MediaResourcesStandard."Media Reference"`	—
BannerDone	MediaResourcesDone.““Media Reference””	`MediaResourcesDone."Media Reference"`	—
Welcome to Dynamics 365 Connection Setup	ServerAddress	Server Address	Specifies the URL of the Dynamics 365 Sales server that hosts the Dynamics 365 Sales solution that you want to connect to. from the table field
Step2.1	Email	User Name	Specifies the user name of a Dynamics 365 Sales account. from the table field
	Password	`Password`	Specifies the password of a Dynamics 365 Sales user account.
Advanced Connection Settings	Import Dynamics 365 Sales Solution	`ImportSolution`	Specifies that the Dynamics 365 Sales Solution will be imported.
	Automatically Synchronize Item Availability	`EnableItemAvailability`	Specifies that item availability job queue entry will be scheduled.
	Enable Legacy Sales Order Integration	`EnableSalesOrderIntegration`	Specifies that it is possible for Dynamics 365 Sales users to submit sales orders that can then be viewed and imported in Dynamics 365.
	Enable Bidirectional Sales Order Integration	`EnableBidirectionalSalesOrderIntegration`	Specifies that it is possible to synchronize Sales Order bidirectionally. This feature will also enable Archiving Orders.
	Enable Dynamics 365 Sales Connection	`EnableCRMConnection`	Specifies if the connection to Dynamics 365 Sales will be enabled.
	Dynamics 365 SDK Version	Proxy Version	Specifies the Microsoft Dynamics 365 (CRM) software development kit version that is used to connect to Dynamics 365 Sales. from the table field
Control25	InstallFieldServiceIntegrationApp	`FieldServiceIntegrationAppInstallTxt`	Get the Field Service Integration app from Microsoft AppSource.
Control26	The Field Service Integration Table app is installed.	`FieldServiceIntegrationAppInstalledTxt`	Indicates whether the Field Service Integration app is installed in the Dataverse environment.
Control27	The Field Service Integration app is not installed.	`FieldServiceIntegrationAppNotInstalledTxt`	Indicates that the Field Service Integration app is not installed in the Dataverse environment.

Actions

Group	Action	ToolTip
Processing	Back	—
	Next	—
	Advanced	—
	Simple	—
	Finish	—

Trigger event subscribers

OnOpenPageEvent: Codeunit 5333 “CRM Integration Telemetry” LogTelemetryOnAfterOpenCRMConnectionSetupWizard

Procedures

12 local procedures, no public ones.

Triggers

OnInit, OnOpenPage, OnQueryClosePage

Relations

source table Table 5330 “CRM Connection Setup”

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 5330 “CRM Integration Management” (4 calls: FinalizeSetup → ImportCRMSolution, FinalizeSetup → InitializeCRMSynchStatus, InitializeDefaultProxyVersion → GetLastProxyVersionItem, …)
Codeunit 1990 “Guided Experience” (1 call: OnQueryClosePage → AssistedSetupExistsAndIsNotComplete)
Codeunit 4030 “Client Type Management” (1 call: LoadTopBanners → GetCurrentClientType)
Codeunit 457 “Environment Information” (1 call: OnInit → IsSaaSInfrastructure)
Codeunit 5344 “CRM Product Name” (1 call: OnQueryClosePage → SHORT)
Codeunit 7201 “CDS Integration Impl.” (1 call: FinalizeSetup → GetAccessToken)
Codeunit 8703 “Feature Telemetry” (1 call: OnOpenPage → LogUptake)

Recent changes

2026-10-05 #9953 Rename AppSource UI text to Marketplace (main, BC30, other)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "CRM Connection Setup Wizard"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.