NAV/CRM Connector struggle – Customer No was not found

The NAV/CRM connector is such a painful piece of software to use and configure, I usually shudder when I know I have some connector work to do.

What makes it worse the connector is sold as an easy way to integrate NAV and CRM.

I had a problem today which sums up why the connector is so annoying and difficult.

When trying to sync a customer card in NAV to an Account in CRM I was getting an error saying Customer Number didn’t exist.

Initially I thought this was the customer number on the customer card but I could see that existed and I could see it existed in the webservices.

I created  a brand new map between customer card and account with the minimum amount of information.  It was still complaining about the customer no not existing.

I eventually found this page

http://www.matt-parkinson.co.uk/notes/2011/nav-2009-crm-2011-integration-requested-value-customer_no-was-not-found/

It was going on about a customer number not existing in the ship to address.  I thought this can’t possible be the reason why my simple integration which only had one map which did the customer card and the account.

ooh how wrong I was, it was the exact same problem but WHY WHY WHY.

I when I added the customer_no onto the ship to address (page 300) and then run the configure microsoft dynamics nav utility in the adapter settings (to refresh the mapping files) it then worked

this highlights the problems with the connector, things which are not relevant cause problems.

28 thoughts on “NAV/CRM Connector struggle – Customer No was not found

  1. dmc January 14, 2012 / 8:29 am

    What it actually highlights is the fact that you need a good amount of nav knowledge in the first place.
    That said, I agree, it is a painful lump of a solution.

    Like

  2. Chris Hetzler January 17, 2012 / 8:02 pm

    Hello, could you answer a few questions please?

    Why was the Customer No field not on the ship to address? It is my understanding that without this field, Ship to addresses in NAV would not be able to be tied to customer addresses in CRM, is that not the case?

    Did you run the NAV configuraiton utility to generate the updated Object Configuration files for the NAV adapter to use? And if so, was the Customer No field still listed on the ship_to_address object with the Account file?

    And lastly, did you try removing the mapping for this field and then also remove it from the Object Configuration file?

    Like

    • Hosk January 18, 2012 / 1:39 am

      I have no idea why the customer no wasn’t on the map but this problem has happened to me and the other person who wrote the original blog post.

      For some reason the customer_no wasn’t included on the page in nav, I’m not sure if someone changed this but I had to add the customer_no back onto the page but what this does tell me is the configuration utility was working fine and the mapping file created was correct.

      I did run the nav configuration utility.

      Like

  3. ian January 19, 2012 / 5:10 pm

    hi,
    I’m looking into using the CRM – NAV Connector and having problems configuring the connector. Could you point me in the direction of any useful resources?

    Regards
    Ian

    Like

  4. Chris Hetzler January 19, 2012 / 5:53 pm

    What are the problems you are experiencing during configuraiton? Are they when configuring the CRM or NAV adapter? or both?
    Have you contacted Microsoft Support about the issues?

    The Connecot for Microsoft Dyanmics team blog has lots of useful information as well:
    http://blogs.msdn.com/b/dynamicsconnector/

    Like

  5. Sahar June 11, 2012 / 3:54 pm

    Hi Hosk,

    I am trying to configure Connector for CRM but it says could not find any organization although
    I am providing most inormation like port and discovery server names etc.

    Thank you
    Sahar

    Like

    • Hosk June 11, 2012 / 4:17 pm

      have you typed in the correct discovery url.

      try the url in an IE browser on the server where you the connector is installed

      Like

    • Chris Hetzler June 11, 2012 / 4:23 pm

      Are you trying to conenct to Microsoft Dynamics CRM 4.0 on-premises or Microsoft Dynamics CRM 2011 in any deployment (including Microsoft DYnamics CRM online)? If you are connecting to Microsoft Dynamics CRM 2011 then you should be using the Microsoft Dynamics CRM 2011 adapter if this is a new installation of Connector for Microsoft Dynamics. That adapter’s configuration utility only requires that you supply the user name and passowrd for a system adaministrator and the URL to the discovery service.

      You can also find out more information on Connector for Microsoft Dynamics at the team’s blog: http://blogs.msdn.com/b/dynamicsconnector as well as in the Dynamics Communities

      Like

  6. Sahar Omar June 13, 2012 / 8:26 am

    Hi Hosk,

    I am trying to install for CRM 4.0 on premise.Its on a test server the discovery URL that i type the Adapter doesnt like.What is the best way to acquire discovery service URL.I dont understand where I am going wrong.I am unable to post a screenshot here so that you can have a better picture.

    Thank you
    Sahar

    Like

  7. Sahar Omar June 13, 2012 / 8:30 am

    Hi

    I get the following error report when I type the discovery service URL in IE where the adapter is installed

    Microsoft CRM Error Report:
    Error Description:
    The current user id could not be determined.

    Error Details:
    The current user id could not be determined.

    Full Stack:
    [CrmException: The current user id could not be determined.]
    at Microsoft.Crm.Application.Security.UserInformationIdentity.get_UserId()
    at Microsoft.Crm.Security.User.get_Current()
    at Microsoft.Crm.Application.Utility.Util.GetWebServer()
    at Microsoft.Crm.Application.Utility.Util.GetAbsoluteUrl(String relativePath, Boolean prependOrgName)
    at Microsoft.Crm.Application.Web.Pages.ErrorHandlerPage.OnInit(EventArgs e)
    at System.Web.UI.Control.InitRecursive(Control namingContainer)
    at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)

    [HttpUnhandledException: Exception of type ‘System.Web.HttpUnhandledException’ was thrown.]
    at System.Web.UI.Page.HandleError(Exception e)
    at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
    at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
    at System.Web.UI.Page.ProcessRequest()
    at System.Web.UI.Page.ProcessRequest(HttpContext context)
    at ASP._common_error_errorhandler_aspx.ProcessRequest(HttpContext context)
    at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
    at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)

    Other Message:
    Redirect Loop Error

    Error Number:
    0x80040204

    Source File:
    Not available

    Line Number:
    Not available

    Date: 06-13-2012

    Time: 09:26:02

    Server: sahar

    Request URL:
    http://sahar:5555/_common/error/errorhandler.aspx?ErrorCode=0x8004A104&RequestUri=/MSCrmServices/2007/CrmServiceWsdl.aspx&BackUri=

    Thank you
    Sahar

    Like

    • Hosk June 13, 2012 / 8:39 am

      You don’t put in a discovery url for crm4 and the connector.

      in the discovery service you put in the server name

      e.g. my server is CRM2011 and that’s what I put in

      Can you access CRM e.g. put in the the CRM url from that server.

      Like

  8. Sahar Omar June 13, 2012 / 8:51 am

    Hi,

    Do I need to create a new CRM integration account?At the moment I dont get any prompt for login details it just automatically signs me in when I load the page
    http://sahar:5555/Test/Loader.aspx.

    Sahar is the Test Sahar I am the delpoyment Administrator.Wha other prereqs I need to complete.

    Thank you
    Sahar

    Like

  9. Sahar Omar June 13, 2012 / 8:58 am

    Thats what I do in the Dsocver Server field I type my server name which is Sahar and the error I get Connection to Microsoft Dynamics CRM dicovery web service could not be validated using the Sahar server and port 5555.The following exception occured while retrieving all companies:
    The request failed with HTTP status 401:Unauthorized.

    Like

  10. Sahar Omar June 13, 2012 / 9:19 am

    This link did not mention configuring Adapter for the connector.I have installed the connector but now I need the Adapter to be working in order for the connector to work.

    Like

  11. Chris Hetzler June 13, 2012 / 12:46 pm

    The user that you supply in the adapter settings should be a non-administrative account. The user that you supply in the Configuraiton utility prior to retrieving organizations should be a deployment administrator that is also setup in your organizations as an administrator.

    Like

  12. Sahar Omar June 13, 2012 / 2:17 pm

    I have created a new user in Active directory.How can I acquire URL for CRM Discovery server. What information should the URL entail.

    Thank you

    Like

    • Chris Hetzler June 13, 2012 / 2:18 pm

      The URL is listed in CRM under the developer resources section. For the CRM 4.0 adapter, you only need to specify the server name and port number however.

      Like

  13. Sahar Omar June 13, 2012 / 2:27 pm

    Onnce I enter the server name which is sahar and port 5555 I need to click apply and than configure the untility. Can I test the settings or not.I am doing all this and still not getting anywehre.
    I suppose I cannot paste a screenshot here..

    Like

    • Chris Hetzler June 13, 2012 / 2:32 pm

      You should be able to test settings after applying them. if the configuraiton utility has not been run against a given organization that is discovered then you will recieve a warning from the test settings operation. I do believe that this is a user / CRM system user issue. Have you contacted support yet? They will definately be able to help you with this matter.

      Like

  14. Sahar Omar June 13, 2012 / 2:33 pm

    What permissions does this new non administrative user needs to have as you mentioned have created a new user called
    Joe Blogg
    Domain is sahar.local
    In the domain I enter sahar.local
    in user name Joe Blogg
    Password…
    Port:5555
    Discovery Server : sahar
    Than I apply the changes and run the config utility
    Are these steps correct?

    Like

    • Chris Hetzler June 13, 2012 / 2:36 pm

      How is that user configured in CRM? They should be in a sales manager role for CRM 4.0 – this is all documented in the user guide which is available in the client by clicking the help button.

      Like

  15. Sahar Omar June 13, 2012 / 3:31 pm

    Yes the user is assigned a Sales Manager Role do they require any other roles in CRM.
    I have tried most things but it seems to be still giving the same error did not find the organization once the utility is run.
    Recap
    A new user Joe Blogg for Adapter setting in domain sahar.local
    In CRM new user Joe Blogg asigned role sales manager

    In config utility settings
    User with Admin rights

    Like

    • Chris Hetzler June 13, 2012 / 3:32 pm

      Your best bet at this point is going to be going to the communities or opening a support case I think.

      Like

  16. Sahar Omar June 13, 2012 / 3:32 pm

    Discovery Server is just the name in this case would be sahar whre am I doing incorrect here
    What rights does this new non administrative user needs?

    Like

  17. Sahar June 22, 2012 / 9:55 am

    Hi

    I have got the CRM Adapter working and now I am having trouble configuring the NAV side of the things.I get the following error as soon as I run the utility for the MS dynamics NAV Unhandled exception caught while trying to create an instance of Dyanmic NAV Integration pages.
    Connector is enabled in Nav.
    What am I missing here.

    Thank you

    Like

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