In this article
Objective
Integrate Microsoft® Dynamics with Coconut to provide staff members with the ability to sync and view appointments and clients/members in either application.
This article provides troubleshooting steps for some of the most common errors when integrating Microsoft Dynamics with Coconut.
Authorization Errors
The user associated with the integration is unauthorized
Issue
The access token associated with the integration has expired and needs to be re-enabled.
Resolution
The Microsoft user associated with the Dynamics integration must disconnect and reconnect the integration.
Next Steps
To disconnect the integration:
From the navigation menu, click Settings
From Integrations & API, click CRM
Click Disconnect
To re-enable the integration, please refer to this article.
Permission Errors
The Microsoft user is missing the required privilege: [DESCRIPTION]
Issue
The Microsoft user associated with the integration does not have the required privileges needed to perform the necessary CRUD operations.
Resolution
The Microsoft user must configure their permissions to support all the entities and operations Coconut needs to access.
Next Steps
Navigate to your organization’s admin center in Microsoft Power Platform and do one of the following:
Edit the existing security role
Create a new security role
Assign a different security role
For more information on configuring security roles in Microsoft, please refer to their documentation.
For more information on the necessary security roles to enable integrating with Coconut, please refer to this article.
Warning - The Microsoft user is missing global access to the privilege: [DESCRIPTION]
Issue
The Microsoft user associated with the integration does not have the required privileges needed to perform the necessary CRUD operations.
Resolution
The Microsoft user must configure their permissions to support all the entities and operations Coconut needs to access.
Next Steps
Navigate to your organization’s admin center in Microsoft Power Platform and do one of the following:
Edit the existing security role
Create a new security role
Assign a different security role
For more information on configuring security roles in Microsoft, please refer to their documentation.
For more information on the necessary security roles to enable integrating with Coconut, please refer to this article.
The Microsoft user does not have any assigned security roles
This error message is returned for two different scenarios: the user associated with the integration doesn’t have the role required to perform necessary CRUD operations or the user does not exist in the organization.
Issue A
The Microsoft user associated with the integration does not have a security role which is required to perform the necessary CRUD operations.
Resolution
The Microsoft user must bind itself to a security role that has the necessary permissions to support all the entities and operations Coconut needs to access.
Next Steps
For more information on configuring security roles in Microsoft, please refer to their documentation.
For more information on the necessary security roles to enable integrating with Coconut, please refer to this article.
Issue B
The Microsoft user associated with the integration does not exist in the organization.
Resolution
A Coconut user must disconnect and reconnect the integration with a different Microsoft user.
Next Steps
To disconnect the integration:
From the navigation menu, click Settings
From Integrations & API, click CRM
Click Disconnect
To re-enable the integration, please refer to this article.
The Microsoft user is either disabled or is not a member of any business unit
Issue
The Microsoft user associated with the integration is disabled or is no longer a member of the environment associated with the integration.
Resolution
The Microsoft user must be re-enabled or added back to the environment associated with the integration.
Next Steps
Within the environment that hosts your Microsoft Sales Hub, do one of the following:
If the Microsoft user associated with the integration is not found in the user list and your organization uses S2S authentication to connect the integration, add an application user to the environment
If the Microsoft user associated with the integration is not found in the user list and your organization does NOT use S2S authentication to connect the integration, add a user the the environment
If the Microsoft user associated with the integration is set to an initiative state (this option applies only to application users), activate the application user
Network Errors
There was a network problem, please try again
Issue
Communication between the client requesting data and the server response failed.
Resolution
Confirm connectivity and the server are working as expected.
Next Steps
Confirm your internet connection is functioning as expected.
If connectivity is not an issue, there may be a temporary issue with the server; retry your action if it has not resolved itself in a timely manner.
Unknown Errors
An unexpected problem happened while checking user permissions, click “Check Permissions” to retry
Issue
The reason for this issue is undetermined.
Resolution
Retry your action.
Next Steps
Contact Coconut Support if the issue does not resolve itself after retrying.
An unexpected problem happened while importing fields, click “Import Dynamics Fields” to retry
Issue
The reason for this issue is undetermined.
Resolution
Retry your action.
Next Steps
Contact Coconut Support if the issue does not resolve itself after retrying.
Related Reading
For an overview and background on the Microsoft Dynamics<>Coconut integration, please refer to this article.
For more information on how to connect Microsoft Dynamics with Coconut, please refer to this article.
For more information on Microsoft Dynamics field mappings, please refer to this article.
A note on access and visibility
Admin users can access Settings and configure the Dynamics integration.
NOTE: You will require someone at your organization with Microsoft administrator access to fully integrate Dynamics with Coconut.