Hi.
I need to set up a version of D365 for Financials and Operations linked to D365 Sales / CRM, in order to demonstrate the synchronisation between the two D365 applications.
In the D365 Admin portal I have created three users; admin, integration user and sales user. These users have all been allocated licences for the trial version of 'Microsoft Dynamics Customer Engagement Plan' (which contains D365 Sales / CRM) and for Dynamics 365 for Financials for IW (D365FO).
All three users pull through successfully to D365FO but only the admin user has synched through to the CRM users page. The CRM version is 'Version 1612 (8.2.1.411) (DB 8.2.1.411) online' and the D365FO version is 'GB Dynamics NAV 10.0 (18431)'.
How do I get the two missing users to appear on the users list in D365 Sales, so that I can continue this setup? I cannot find anything to force a synch between the admin portal and the D365 Sales app. I think this is meant to automatically synch when a user has a licence added to them in the admin portal, so I've tried removing the user's licences, saving, then re-adding them and saving again, but this doesn't force the users through to D365 Sales.
Bug or something I'm doing wrong?
Thanks,
Malcolm