---
id: object/page/5330
type: object
title: Page 5330 "CRM Connection Setup"
summary: Page 5330 "CRM Connection Setup" in Base Application (Microsoft.Integration.D365Sales). Present since at least BC23, still in BC30, changed in BC24.
tier: official
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    url: https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Integration/D365Sales/CRMConnectionSetup.Page.al
    title: src/Layers/W1/BaseApp/Integration/D365Sales/CRMConnectionSetup.Page.al (releases/29.x)
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object_type: page
object_id: 5330
name: CRM Connection Setup
caption: Dynamics 365 Sales Integration Setup
namespace: Microsoft.Integration.D365Sales
app: Base Application
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---

# Page 5330 "CRM Connection Setup"

> Page 5330 "CRM Connection Setup" in Base Application (Microsoft.Integration.D365Sales). Present since at least BC23, still in BC30, changed in BC24.

Base Application · Microsoft.Integration.D365Sales · captioned "Dynamics 365 Sales Integration Setup" · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Integration/D365Sales/CRMConnectionSetup.Page.al) · facts from BC29

## Properties

| Property | Value |
|---|---|
| Caption | Dynamics 365 Sales Integration Setup |
| SourceTable | CRM Connection Setup |
| UsageCategory | Administration |
| ApplicationArea | Suite |

## 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 |
|---|---|---|---|
| Connection from Dynamics 365 Business Central to Dynamics 365 Sales | Server Address | [Server Address](../table/5330.md#fields) | Specifies the URL of the Dynamics 365 Sales server that hosts the Dynamics 365 Sales solution that you want to connect to. <small>from the table field</small> |
|  | User Name | [User Name](../table/5330.md#fields) | Specifies the user name of a Dynamics 365 Sales account. <small>from the table field</small> |
|  | Password | `CRMPassword` | Specifies the password of a Dynamics 365 Sales user account. |
|  | Enabled | [Is Enabled](../table/5330.md#fields) | Specifies if the connection to Dynamics 365 Sales is enabled. When you check this checkbox, you will be prompted to sign-in to Dataverse with an administrator user account. The account will be used one time to give consent to, install and configure applications and components that the integration re... <small>from the table field</small> |
|  | Active scheduled synchronization jobs | `ScheduledSynchJobsRunning` | Specifies how many of the default integration synchronization job queue entries ready to automatically synchronize data between Dynamics 365 and Dynamics 365 Sales. |
|  | Dynamics 365 SDK Version | [Proxy Version](../table/5330.md#fields) | Specifies the Microsoft Dynamics 365 (CRM) software development kit version that is used to connect to Dynamics 365 Sales. <small>from the table field</small> |
| Connection from Dynamics 365 Sales to Dynamics 365 Business Central | Dynamics 365 Business Central Web Client URL | [Dynamics NAV URL](../table/5330.md#fields) | Specifies the URL to the Business Central web client. From records in Dynamics 365 Sales, such as an account or product, users can open a corresponding (coupled) record in Business Central. Set this field to the URL of the Business Central web client instance to use. <small>from the table field</small> |
| Dynamics 365 Sales Settings | Dynamics 365 Sales Version checked | `CRMVersionStatus` | Specifies whether the version of Dynamics 365 Sales that you are connected to is valid. |
|  | Dynamics 365 Business Central Integration Solution Imported | [Is CRM Solution Installed](../table/5330.md#fields) | Specifies if the Integration Solution is installed and configured in Dynamics 365 Sales. You cannot change this setting. <small>from the table field</small> |
|  | Legacy Sales Order Integration Enabled | [Is S.Order Integration Enabled](../table/5330.md#fields) | Specifies that it is possible for Dynamics 365 Sales users to submit sales orders that can then be viewed and imported in Dynamics 365. <small>from the table field</small> |
|  | Automatically Create Sales Orders | [Auto Create Sales Orders](../table/5330.md#fields) | Specifies that sales orders will be created automatically from sales orders that are submitted in Dynamics 365 Sales. <small>from the table field</small> |
|  | Automatically Process Sales Quotes | [Auto Process Sales Quotes](../table/5330.md#fields) | Specifies that sales quotes will be automatically processed on sales quotes creation/revision/winning submitted in Dynamics 365 Sales quotes entities. <small>from the table field</small> |
|  | Bidirectional Sales Order Int. | [Bidirectional Sales Order Int.](../table/5330.md#fields) | Specifies that it is possible to synchronize Sales Order bidirectionally. This feature will also enable Archiving Orders. <small>from the table field</small> |
| Advanced Settings | Open Coupled Entities in Dynamics 365 Sales Hub | [Use Newest UI](../table/5330.md#fields) | Specifies that coupled Dynamics 365 Sales entities should open in Sales Hub. <small>from the table field</small> |
|  | Automatically Synchronize Item Availability | [Item Availability Enabled](../table/5330.md#fields) | Specifies that item availability job queue entry will be scheduled. <small>from the table field</small> |
|  | Unit Group Mapping | [Unit Group Mapping Enabled](../table/5330.md#fields) | Specifies that unit group mapping is enabled. <small>from the table field</small> |
|  | Control30 | label | — |
| Authentication Type Details | Authentication Type | [Authentication Type](../table/5330.md#fields) | Specifies the authentication type that will be used to authenticate with Dynamics 365 Sales <small>from the table field</small> |
|  | Domain | [Domain](../table/5330.md#fields) | Specifies the domain name of your Dynamics 365 Sales deployment. <small>from the table field</small> |
|  | Connection String | `ConnectionString` | Specifies the connection string that will be used to connect to Dynamics 365 Sales |

## Actions

| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Processing | Assisted Setup | Runs Dynamics 365 Connection Setup Wizard. |  |
|  | Test Connection | Tests the connection to Dynamics 365 Sales using the specified settings. |  |
|  | Use Certificate Authentication | Upgrades the connection to Dynamics 365 Sales to use certificate-based OAuth 2.0 service-to-service authentication. |  |
|  | Integration Table Mappings | Opens the integration table mapping list. |  |
|  | Redeploy Integration Solution | Redeploy and reconfigure the Microsoft Dynamics 365 Sales integration solution. |  |
|  | Use Default Synchronization Setup | Resets the integration table mappings and synchronization jobs to the default values for a connection with Dynamics 365 Sales. All current mappings are deleted. |  |
|  | Couple Salespeople | Open the list of users in Dynamics 365 Sales to manually couple them to salespeople in Business Central. |  |
|  | Run Full Synchronization | Start all the default integration jobs for synchronizing Business Central record types and Dynamics 365 Sales entities, as defined on the Integration Table Mappings page. |  |
|  | Reset Web Client URL | Undo your change and enter the default URL in the Business Central web Client URL field. |  |
|  | Synchronize Modified Records | Synchronize records that have been modified since the last time they were synchronized. |  |
| Navigation | Synch. Job Queue Entries | View the job queue entries that manage the scheduled synchronization between Dynamics 365 Sales and Business Central. |  |
|  | Skipped Synch. Records | View the list of records that will be skipped for synchronization. | [Page 5333 "CRM Skipped Records"](../page/5333.md) |
|  | Encryption Management | Enable or disable data encryption. Data encryption helps make sure that unauthorized users cannot read business data. | [Page 9905 "Data Encryption Management"](../page/9905.md) |
|  | Rebuild Coupling Table | Rebuilds the coupling table after Cloud Migration from Business Central 2019 Wave 1 (Business Central 14). |  |
|  | Field Service Integration App | Go to Microsoft AppSource to get the Field Service Integration app. The app will let you integrate Dynamics 365 Field Service with Business Central. |  |

## Trigger event subscribers

- OnOpenPageEvent: [Codeunit 5333 "CRM Integration Telemetry"](../codeunit/5333.md) LogTelemetryOnAfterOpenCRMConnectionSetup

## Procedures

11 local procedures, no public ones.

## Triggers

OnAfterGetRecord, OnInit, OnOpenPage, OnQueryClosePage

## Relations

- source table [Table 5330 "CRM Connection Setup"](../table/5330.md)

## 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"](../codeunit/5330.md) (3 calls: `InitializeDefaultProxyVersion → GetLastProxyVersionItem`, `OnInit → RegisterAssistedSetup`, `OnOpenPage → SendConnectionDisabledNotification`)
- [Codeunit 7201 "CDS Integration Impl."](../codeunit/7201.md) (3 calls: `OnOpenPage → SendMultipleCompaniesNotification`, `TryDetectMultipleCompanies → MultipleCompaniesConnected`, `UpdateEnableFlags → IsIntegrationEnabled`)
- [Codeunit 457 "Environment Information"](../codeunit/457.md) (1 call: `OnInit → IsSaaSInfrastructure`)
- [Codeunit 8703 "Feature Telemetry"](../codeunit/8703.md) (1 call: `OnOpenPage → LogUptake`)
- [Codeunit 9179 "Application Area Mgmt. Facade"](../codeunit/9179.md) (1 call: `OnInit → CheckAppAreaOnlyBasic`)

## Recent changes

- 2026-10-05 [#9953 Rename AppSource UI text to Marketplace](../../changes/bcapps/9953.md) (main, BC30, other)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: BC24

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

## 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")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.