Page 5330 "CRM Connection Setup"

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
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	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
	User Name	User Name	Specifies the user name of a Dynamics 365 Sales account. from the table field
	Password	`CRMPassword`	Specifies the password of a Dynamics 365 Sales user account.
	Enabled	Is Enabled	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… from the table field
	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	Specifies the Microsoft Dynamics 365 (CRM) software development kit version that is used to connect to Dynamics 365 Sales. from the table field
Connection from Dynamics 365 Sales to Dynamics 365 Business Central	Dynamics 365 Business Central Web Client URL	Dynamics NAV URL	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. from the table field
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	Specifies if the Integration Solution is installed and configured in Dynamics 365 Sales. You cannot change this setting. from the table field
	Legacy Sales Order Integration Enabled	Is S.Order Integration Enabled	Specifies that it is possible for Dynamics 365 Sales users to submit sales orders that can then be viewed and imported in Dynamics 365. from the table field
	Automatically Create Sales Orders	Auto Create Sales Orders	Specifies that sales orders will be created automatically from sales orders that are submitted in Dynamics 365 Sales. from the table field
	Automatically Process Sales Quotes	Auto Process Sales Quotes	Specifies that sales quotes will be automatically processed on sales quotes creation/revision/winning submitted in Dynamics 365 Sales quotes entities. from the table field
	Bidirectional Sales Order Int.	Bidirectional Sales Order Int.	Specifies that it is possible to synchronize Sales Order bidirectionally. This feature will also enable Archiving Orders. from the table field
Advanced Settings	Open Coupled Entities in Dynamics 365 Sales Hub	Use Newest UI	Specifies that coupled Dynamics 365 Sales entities should open in Sales Hub. from the table field
	Automatically Synchronize Item Availability	Item Availability Enabled	Specifies that item availability job queue entry will be scheduled. from the table field
	Unit Group Mapping	Unit Group Mapping Enabled	Specifies that unit group mapping is enabled. from the table field
	Control30	label	—
Authentication Type Details	Authentication Type	Authentication Type	Specifies the authentication type that will be used to authenticate with Dynamics 365 Sales from the table field
	Domain	Domain	Specifies the domain name of your Dynamics 365 Sales deployment. from the table field
	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”
	Encryption Management	Enable or disable data encryption. Data encryption helps make sure that unauthorized users cannot read business data.	Page 9905 “Data Encryption Management”
	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” LogTelemetryOnAfterOpenCRMConnectionSetup

Procedures

11 local procedures, no public ones.

Triggers

OnAfterGetRecord, 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” (3 calls: InitializeDefaultProxyVersion → GetLastProxyVersionItem, OnInit → RegisterAssistedSetup, OnOpenPage → SendConnectionDisabledNotification)
Codeunit 7201 “CDS Integration Impl.” (3 calls: OnOpenPage → SendMultipleCompaniesNotification, TryDetectMultipleCompanies → MultipleCompaniesConnected, UpdateEnableFlags → IsIntegrationEnabled)
Codeunit 457 “Environment Information” (1 call: OnInit → IsSaaSInfrastructure)
Codeunit 8703 “Feature Telemetry” (1 call: OnOpenPage → LogUptake)
Codeunit 9179 “Application Area Mgmt. Facade” (1 call: OnInit → CheckAppAreaOnlyBasic)

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