Article
CRM Integration Troubleshooting
Solutions for common CRM connection errors, Dynamics 365 URL issues, and sync problems.
Connection Errors
| Issue | Solution |
|---|---|
| "Need admin approval" (Dynamics) | Your IT admin must grant consent in Microsoft Entra. See the Microsoft Entra Permission Setup article. |
| "Organization already has an active CRM connection" | Disconnect your existing CRM before connecting a new one. |
| "You must be an organization admin or owner" | Ask an admin in your Revial organization to connect the CRM. |
| Connection page shows an error after redirect | The authorization may have timed out. Try connecting again. |
Dynamics 365 URL Issues
| Issue | Solution |
|---|---|
| "Invalid Dynamics 365 URL" | Ensure the URL matches the format https://yourorg.crm4.dynamics.com with the correct regional suffix. |
| URL is rejected but looks correct | Remove any trailing slashes or paths — only the base URL is needed. |
| Unsure which regional URL to use | Check the address bar when you access Dynamics 365 in your browser. See the Connecting Dynamics 365 article for the full list of regional suffixes. |
Sync Issues
| Issue | Solution |
|---|---|
| Sync appears stuck | Background jobs may take a few minutes. Check back shortly. |
| Missing CRM data after sync | Verify the connected CRM user has access to the records you expect to see. |
| Token expired notification | Reconnect the CRM by disconnecting and connecting again. See Managing Your CRM Connection. |
Still Having Issues?
If you're experiencing a problem not listed here, contact our support team through the in-app chat or email support@revial.ai.