When opening a map that uses CRM as a source or a destination, receiving an error message that says “Failed to refresh access token”
It means that the Oauth access token to CRM has expired. You need to open up the CRM Connector refresh the token.
There are multiple reasons to refresh the access token for the CRM conector:
- OAuth User is removed or left the CRM
- The Azure app secret expired
- CRM metadata update needed.
- Log into SmartConnect.com as an administrator
- Select Connections from the menu
- Edit the Dynamics Customer Engagement connection needs to be invalidated
- To enable the Validate button CUT (Ctrl+X) Application ID and PASTE (Ctrl+V)
- 04. Click on the Validate Button
- Select the Organisation
- Click on Save to complete the Customer Engagement connection revalidation.
Open SmartConnect, go to the Setup tab and hit the Setup button. Double click on the CRM connector, and it will open the “Microsoft CRM Connector Setup” window. Do NOT change anything in the window. All you want to do is this.
01. Click the “Verify” Button
02. Click the “Get Access Token” button
03. Click the “Refresh” button and select the correct CRM organization.
04. Click the “Verify Organization” button (only if it is enabled, it might be disabled)
05. Click on the “Get Organization Access Token” (only if the button is enabled, it might be disabled)
Don’t change ANYTHING else in that window, all we need to do is refresh the token and then click OK.
Open SmartConnect, go to the Setup tab and hit the Setup button. Double click on the CRM connector, and it will open the “Microsoft CRM Connector Setup” window. Do NOT change anything in the window. All you want to do is this.
01. Click the “Verify” Button
02. Click the “Get Access Token” button
03. Click the “Refresh” button and select the correct CRM organization.
04. Click the “Verify Organization” button (only if it is enabled, it might be disabled)
05. Click on the “Get Organization Access Token” (only if the button is enabled, it might be disabled)
Don’t change ANYTHING else in that window, all we need to do is refresh the token and then click OK.
