Update the ‘User Experience’ to ‘Suite’ on the Company Information Page
- On your Home page in Financials, click on the arrow next to ‘Home’ as shown in the image below.
- On the navigation pane on the left, click on ‘Setup & Extensions‘.
- Go to ‘Manual Setup‘ > ‘General‘ > ‘Company‘
- In the ‘User Experience‘ section, select ‘Suite‘.
You will now see the ‘Set up Dynamics CRM Connection’ on the ‘Assisted Setup’ page.
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