tableIntegration & APIsofficial - Microsoftderived - from the source, no model text

Table 5330 "CRM Connection Setup"

Base Application · Microsoft.Integration.D365Sales

Across versions

  1. BC23present
  2. BC241 procedures added
  3. BC257 procedures changed, 4 procedures added
  4. BC264 fields changed, 4 fields removed
  5. BC27unchanged
  6. BC2815 fields changed, 4 procedures removed
  7. BC29-30unchanged

Neighbourhood 12 connected objects and pages

Table 5345 "CRM Transactioncurrency" (relates to)CRM TransactioncurrencyPage 1817 "CRM Connection Setup Wizard" (pages and codeunits on it)CRM Connection Setup WizardPage 5330 "CRM Connection Setup" (pages and codeunits on it)CRM Connection SetupCodeunit 5333 "CRM Integration Telemetry" (event subscribers, 2 links)CRM Integration TelemetryCodeunit 5330 "CRM Integration Management" (calls, 13 links)CRM Integration ManagementCodeunit 7201 "CDS Integration Impl." (calls, 8 links)CDS Integration Impl.Codeunit 1293 "Isolated Storage Management" (calls, 3 links)Isolated Storage ManagementCodeunit 5334 "CRM Setup Defaults" (calls, 3 links)CRM Setup DefaultsCodeunit 5344 "CRM Product Name" (calls, 3 links)CRM Product NameCodeunit 150 "System Initialization" (calls)System InitializationCodeunit 457 "Environment Information" (calls)Environment InformationPage 1313 "Dynamics CRM Admin Credentials" (calls)

Open in the neighbourhood explorer

One hop out, from the extracted relations and call graph. Up to 40 shown; the sections below list them all.

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

Procedures

  • EnsureCDSConnectionIsEnabled()
  • LoadConnectionStringElementsFromCDSConnectionSetup()
  • DeployCRMSolution(ForceRedeploy: Boolean)
  • CountCRMJobQueueEntries(var ActiveJobs: Integer; var TotalJobs: Integer)
  • HasPassword(): Boolean Δ BC25
  • SetPassword(PasswordText: SecretText) Δ BC25 + BC25 − BC28
  • DeletePassword()
  • RegisterConnection()
  • RegisterConnectionWithName(ConnectionName: Text) Δ BC25
  • UnregisterConnection(): Boolean
  • UnregisterConnectionWithName(ConnectionName: Text)
  • GetSecretConnectionStringWithCredentials(): SecretText + BC25
  • GetIntegrationUserID(): Guid
  • GetSecretPassword(): SecretText + BC25
  • GetJobQueueEntriesObjectIDToRunFilter(): Text
  • PerformTestConnection()
  • VerifyTestConnection(): Boolean
  • TestConnection(): Boolean
  • TestIntegrationUserRequirements()
  • TryReadSystemUsers()
  • IsVersionValid(): Boolean
  • UpdateFromWizard(var SourceCRMConnectionSetup: Record "CRM Connection Setup"; PasswordText: SecretText) Δ BC25 + BC25 − BC28
  • EnableCRMConnectionFromWizard()
  • 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): Boolean
  • PromptForCredentials(var AdminEmail: Text; var AdminPassword: Text; var AdminADDomain: Text): Boolean
  • DoReadCRMData(): Boolean
  • GetDefaultCRMConnection(ConnectionName: Text): Text
  • UpdateConnectionString(): Text
  • UpdateCRMJobQueueEntriesStatus()
  • GetConnectionString(): Text
  • SetConnectionString(ConnectionString: Text)
  • IsEnabled(): Boolean
  • IsBidirectionalSalesOrderIntEnabled(): Boolean
  • SetUseNewestUI()
  • GetProxyVersion(): Integer (internal)

Plus 22 local procedures.

Triggers

OnModify, OnDelete

Relations

Pages and codeunits on this 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.

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.

Evidence 1 sources