When Microsoft Dynamics NAV is set up to integrate with Microsoft Dynamics CRM, you can view the status of the connection to Microsoft Dynamics CRM to determine whether the connection is working properly, has failed, or is disabled. This can be helpful when troubleshooting problems. If a connection has failed, you can view the errors that caused the connection failure and access the connection setup to try to fix the problem.

You can view the status of the Microsoft Dynamics CRM connection from the Service Connections window, Microsoft Dynamics CRM Connection Setup window, or on the IT Manager Role Center.

To view the connection status from the Service Connections window

  1. In the Search box, enter Service Connections, and then choose the related link.

    The Microsoft Dynamics CRM connection entry is indicated by CRM Connection Setup in the Description field.

  2. To view or change the Microsoft Dynamics CRM connection setup, choose the Description field.

To view the connection status from the Microsoft Dynamics CRM Connection Setup window

  1. In the Search box, enter Microsoft Dynamics CRM Connection Setup, and then choose the related link.

  2. On the Home tab, in the Process group, choose Connection Status.

To view the connection status from the IT Manager Role Center

  1. Open the IT Manager Role Center.

  2. The Microsoft Dynamics CRM connection status is available in the Service Connection Status part.

    If this part is not displayed, do the following:

    1. On the Application menu Microsoft Dynamics NAV Application menu, select Customize, and then Customize this Page.

    2. In the Customize the Role Center window, in the Available parts field, select Service Connection Status, and then choose Add.

    3. Use the Move Up, Move Down, Move Left, and Move Right buttons to position the part on your Role Center.

    4. Choose the OK button.

  3. In the Service Connection Status part, a connection that is working properly has the status Connected. A connection that is not working properly has the status Failed. A connection that is not enabled has the status Disabled.

    As long as you are on the Role Center, the connection status is automatically tested every five minutes. However, the Status column does not update automatically. Therefore, you should choose Refresh occasionally to update it. The connection testing stops when you leave the Role Center, and starts again when you return to the Role Center.

    You can perform the following operations from the Service Connection Status part:

    • To run a test of the connection immediately, choose Refresh.
    • To view or change the settings of the connection to fix a failed connection, choose Dynamics CRM Connection Setup.
    • To view the error that caused a connection failure, choose Dynamics CRM Connection Failures.
      The CRM Connection Failures window appears, which shows a log of connection failures. Use the Last Occurrence column to identify the cause of the current connection failure.
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