Table 5330 "CRM Connection Setup"
Base Application · Microsoft.Integration.D365Sales
Across versions
- BC23present
- BC241 procedures added
- BC257 procedures changed, 4 procedures added
- BC264 fields changed, 4 fields removed
- BC27unchanged
- BC2815 fields changed, 4 procedures removed
- BC29-30unchanged
Neighbourhood 12 connected objects and pages
Base Application · Microsoft.Integration.D365Sales · captioned “Microsoft Dynamics 365 Connection Setup” · BC23-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Microsoft Dynamics 365 Connection Setup |
| DataClassification | CustomerContent |
| Permissions | tabledata “CRM Connection Setup” = r |
Fields
Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.
| No. | Name | Type | Explanation | Notes |
|---|---|---|---|---|
| 1 | Primary Key Δ BC26 | Code[20] | — | |
| 2 | Server Address Δ BC28 | Text[250] | Specifies the URL of the Dynamics 365 Sales server that hosts the Dynamics 365 Sales solution that you want to connect to. | |
| 3 | User Name Δ BC28 | Text[250] | Specifies the user name of a Dynamics 365 Sales account. | DataClassification EndUserIdentifiableInformation |
| 4 | User Password Key | Guid | — | DataClassification EndUserPseudonymousIdentifiers |
| 59 | Restore Connection | Boolean | — | |
| 60 | Is Enabled Δ BC28 | Boolean | 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… | |
| 61 | Is User Mapping Required Δ BC26 | Boolean | Business Central Users Must Map to Dynamics 365 Sales Users caption | obsolete Removed 26.0; #if not CLEANSCHEMA26 |
| 62 | Is User Mapped To CRM User Δ BC26 | Boolean | — | obsolete Removed 26.0; #if not CLEANSCHEMA26 |
| 63 | CRM Version | Text[30] | — | |
| 64 | Use Newest UI Δ BC28 | Boolean | Specifies that coupled Dynamics 365 Sales entities should open in Sales Hub. | DataClassification SystemMetadata |
| 65 | Newest UI AppModuleId | Text[50] | — | DataClassification SystemMetadata |
| 66 | Is S.Order Integration Enabled Δ BC28 | Boolean | Specifies that it is possible for Dynamics 365 Sales users to submit sales orders that can then be viewed and imported in Dynamics 365. | |
| 67 | Is CRM Solution Installed Δ BC28 | Boolean | Specifies if the Integration Solution is installed and configured in Dynamics 365 Sales. You cannot change this setting. | |
| 68 | Is Enabled For User Δ BC26 | Boolean | — | obsolete Removed 26.0; #if not CLEANSCHEMA26 |
| 69 | Dynamics NAV URL Δ BC28 | Text[250] | 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. | |
| 75 | Default CRM Price List ID | Guid | — | |
| 76 | Proxy Version Δ BC28 | Integer | Specifies the Microsoft Dynamics 365 (CRM) software development kit version that is used to connect to Dynamics 365 Sales. | DataClassification SystemMetadata |
| 80 | Auto Create Sales Orders Δ BC28 | Boolean | Specifies that sales orders will be created automatically from sales orders that are submitted in Dynamics 365 Sales. | DataClassification SystemMetadata |
| 81 | Auto Process Sales Quotes Δ BC28 | Boolean | Specifies that sales quotes will be automatically processed on sales quotes creation/revision/winning submitted in Dynamics 365 Sales quotes entities. | DataClassification SystemMetadata |
| 118 | CurrencyDecimalPrecision | Integer | Currency Decimal Precision caption | |
| 124 | BaseCurrencyId | Guid | Currency caption | TableRelation Table 5345 “CRM Transactioncurrency” (“CRM Transactioncurrency”.TransactionCurrencyId) |
| 133 | BaseCurrencyPrecision | Integer | Base Currency Precision caption | |
| 134 | BaseCurrencySymbol | Text[5] | Base Currency Symbol caption | |
| 135 | Authentication Type Δ BC28 | Option | Specifies the authentication type that will be used to authenticate with Dynamics 365 Sales | OptionCaption: OAuth 2.0,AD,IFD,OAuth |
| 136 | Connection String | Text[250] | — | |
| 137 | Domain Δ BC28 | Text[250] | Specifies the domain name of your Dynamics 365 Sales deployment. | not editable; DataClassification OrganizationIdentifiableInformation |
| 138 | Server Connection String | BLOB | — | |
| 139 | Disable Reason | Text[250] | — | |
| 140 | Item Availability Enabled Δ BC28 | Boolean | Specifies that item availability job queue entry will be scheduled. | |
| 141 | Bidirectional Sales Order Int. Δ BC28 | Boolean | Specifies that it is possible to synchronize Sales Order bidirectionally. This feature will also enable Archiving Orders. | |
| 151 | Unit Group Mapping Enabled Δ BC28 | Boolean | Specifies that unit group mapping is enabled. |
Keys
- Key1: Primary Key (clustered)
Events published
OnReadingCRMData(var SkipReading: Boolean)(integration)OnGetDefaultCRMConnection(var ConnectionName: Text)(integration)OnBeforeVerifyBaseCurrencyMatchesLCY(var IsHandled: Boolean)(integration)
Trigger event subscribers
- OnAfterInsertEvent: Codeunit 5333 “CRM Integration Telemetry” OnAfterInsertConnectionSetup
- OnAfterModifyEvent: Codeunit 5333 “CRM Integration Telemetry” OnAfterModifyConnectionSetup
Procedures
EnsureCDSConnectionIsEnabled()LoadConnectionStringElementsFromCDSConnectionSetup()DeployCRMSolution(ForceRedeploy: Boolean)CountCRMJobQueueEntries(var ActiveJobs: Integer; var TotalJobs: Integer)HasPassword(): BooleanΔ BC25SetPassword(PasswordText: SecretText)Δ BC25 + BC25 − BC28DeletePassword()RegisterConnection()RegisterConnectionWithName(ConnectionName: Text)Δ BC25UnregisterConnection(): BooleanUnregisterConnectionWithName(ConnectionName: Text)GetSecretConnectionStringWithCredentials(): SecretText+ BC25GetIntegrationUserID(): GuidGetSecretPassword(): SecretText+ BC25GetJobQueueEntriesObjectIDToRunFilter(): TextPerformTestConnection()VerifyTestConnection(): BooleanTestConnection(): BooleanTestIntegrationUserRequirements()TryReadSystemUsers()IsVersionValid(): BooleanUpdateFromWizard(var SourceCRMConnectionSetup: Record "CRM Connection Setup"; PasswordText: SecretText)Δ BC25 + BC25 − BC28EnableCRMConnectionFromWizard()RestoreConnection()SetCRMSOPEnabled()SetCRMSOPDisabled()SetCRMSOPEnabledWithCredentials(AdminEmail: Text; AdminPassword: Text; SOPIntegrationEnable: Boolean)SetUserAsIntegrationUser()RefreshDataFromCRM()RefreshDataFromCRM(ResetSalesOrderMappingConfiguration: Boolean)PerformWebClientUrlReset()SynchronizeNow(DoFullSynch: Boolean)PromptForCredentials(var AdminEmail: Text; var AdminPassword: Text): BooleanPromptForCredentials(var AdminEmail: Text; var AdminPassword: Text; var AdminADDomain: Text): BooleanDoReadCRMData(): BooleanGetDefaultCRMConnection(ConnectionName: Text): TextUpdateConnectionString(): TextUpdateCRMJobQueueEntriesStatus()GetConnectionString(): TextSetConnectionString(ConnectionString: Text)IsEnabled(): BooleanIsBidirectionalSalesOrderIntEnabled(): BooleanSetUseNewestUI()GetProxyVersion(): Integer(internal)
Plus 22 local procedures.
Triggers
OnModify, OnDelete
Relations
- BaseCurrencyId: TableRelation Table 5345 “CRM Transactioncurrency”
Pages and codeunits on this table
- Page 1817 “CRM Connection Setup Wizard” (source table)
- Page 5330 “CRM Connection Setup” (source table)
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” (13 calls:
DeployCRMSolution → CheckCRMConnectionURL,DeployCRMSolution → ImportCRMSolution,DeployCRMSolution → IsCRMSolutionInstalled, …) - Codeunit 7201 “CDS Integration Impl.” (8 calls:
DeployCRMSolution → GetAccessToken,GetSecretConnectionStringWithCredentials → GetCDSConnectionClientId,GetSecretConnectionStringWithCredentials → GetCDSConnectionClientSecret, …) - Codeunit 1293 “Isolated Storage Management” (3 calls:
DeletePassword → Delete,GetSecretPassword → Get,SetPassword → Set) - Codeunit 5334 “CRM Setup Defaults” (3 calls:
EnableIntegrationTables → ResetConfiguration,PerformWebClientUrlReset → ResetCRMNAVConnectionData,SynchronizeNow → GetPrioritizedMappingList) - Codeunit 5344 “CRM Product Name” (3 calls:
CDSConnectionNotEnabledError → SHORT,GetIntegrationUserID → SHORT,VerifyTestConnection → SHORT) - Codeunit 150 “System Initialization” (1 call:
ShowError → IsInProgress) - Codeunit 457 “Environment Information” (1 call:
GetProxyVersion → IsSaaS) - Page 1313 “Dynamics CRM Admin Credentials” (1 call:
PromptForCredentials → (object))
Deprecations
- field Is Enabled For User: Removed 26.0 (#if not CLEANSCHEMA26), “Use field “Is Enabled” instead.”
- field Is User Mapped To CRM User: Removed 26.0 (#if not CLEANSCHEMA26), “This functionality is not in use and not supported”
- field Is User Mapping Required: Removed 26.0 (#if not CLEANSCHEMA26), “This functionality is not in use and not supported”
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: "table", object_name: "CRM Connection Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.