Financials missing the Dynamics CRM Connections Assisted Setup?

Update the ‘User Experience’ to ‘Suite’ on the Company Information Page

  1. On your Home page in Financials, click on the arrow next to ‘Home’ as shown in the image below.

Dynamics Financials Missing CRM Connection Setup 1

  1. On the navigation pane on the left, click on ‘Setup & Extensions‘.

Dynamics Financials Missing CRM Connection Setup 2

  1. Go to ‘Manual Setup‘ > ‘General‘ > ‘Company 

Dynamics Financials Missing CRM Connection Setup 3

  1. In the ‘User Experience section, select ‘Suite‘.

Dynamics Financials Missing CRM Connection Setup 4
You will now see the ‘Set up Dynamics CRM Connection’ on the ‘Assisted Setup’ page.
Dynamics Financials Missing CRM Connection Setup 5

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