Sync Option Set Value From XDB to CRM

Question

I am using Dynamics Connector to sync data between Sitecore and CRM.

I need to update a dropdown field with selected value in CRM from Sitecore. Any suggestions on how this can be mapped ?

http://integrationsdn.sitecore.net/DynamicsCrmConnect/v2.0.1/adding-custom-data/sitecore-to-dynamics/index.html

The documentation does not have details of custom mapping.

Thanks, Samridhi

Answer 1

I am explaining custom facet Graduate Year drop down. Please follow below steps:

Specify how to read from the Dynamics contact

• Navigate to this location Navigate to this location /sitecore/system/Data Exchange/XXX/Data Access/Value Accessor
• Add item GraduateYear on Dynamics Contact using template Entity Attribute Value Accessor
• Set the following field values

Attribute Name: CRM Field Name

Value Type: Option Set Value (If dropdown otherwise blank for single line)

Specify how to write to the Contact facet

• Navigate to this location /sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/xConnect
• Add the following item.

Template : xConnect Entity Facet Value Accessor Set

Item Name: xConnect Contact Custom Information Facet

• Select the new item.
• Add the following item.

Template : xConnect Entity Facet Property Value Accessor

Item Name: Graduate Year on xConnect Graduate Year

• Set the following field values:

Facet Property: Collection Models > Custom Models > YourCustomModel > Facets > Contact > FacetKey > GraduateYear

• Save the item.

Drop Down Settings

• Navigate to this location /sitecore/system/Data Exchange/XXX/Tenant Settings/Common/Code Definition Sets

• Add the following item.

Template : Code Definition Set

Item Name: Dynamics Graduate Year Code

• Select the new item
• Add the following item.

Template : Code Definition

Item Name: 2019

• Set the following field values:

Value: Similar which is assign in CRM

• Navigate to this location /sitecore/system/Data Exchange/XXX/Data Access/Value Readers/Providers/Dynamics
• Add the following item.

Template : Description to Code Value Reader

Item Name: Dynamics Graduate Year Description to Code Reader

• Set the following field values:

Code Definition Set: Code Definition Sets>Dynamics Graduate Year Code

Map Dynamics data to the contact facet

• Navigate to this location /sitecore/system/Data Exchange/XXX/Value Mapping Sets/xConnect Contact to Dynamics Contact Mappings/Contact Model to Dynamics Contact
• Add the following item

Template : Value Mapping

Item Name: Graduate Year

• Set the following field values:

Source Accessor: /sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/xConnect/xConnect Contact Custom Information Facet/Graduate Year on xConnect Graduate Year

Target Accessor: Data Access/Value Accessor Sets/Providers/Dynamics/Dynamics Contact/GraduateYear on Dynamics Contact

Source Value Transformer: Value Readers/Providers/Dynamics/Dynamics Graduate Year Description to Code Reader

Facet interface and implementation

• Create interface

public interface ICRMInfo : IFacet, IElement, IValidatable
    {
        string GraduateYear { get; set; }
    }

• Create class

[Serializable]
    public class CRMInfo: Facet, ICRMInfo, IFacet, IElement, IValidatable
    {
        private const string Year = "GraduateYear";
      
        public string GraduateYear
        {
            get
            {
                return base.GetAttribute<string>(Year);
            }
            set
            {
                base.SetAttribute<string>(Year, value);
            }
        }
       
        public RYIInfo()
        {
            base.EnsureAttribute<string>(Year);
        }
 }

Add custom facet to sitecore entities and model

<?xml version="1.0"?>
<configuration xmlns:patch="http://www.sitecore.net/xmlconfig/" xmlns:set="http://www.sitecore.net/xmlconfig/set/">
  <sitecore>
    <model>
      <elements>
        <element interface="Namespace.IRYIInfo, AssemblyName" implementation="Namespace.RYIInfo, AssemblyName"/>
      </elements>
      <entities>
        <contact>
          <facets>
            <facet name="CRM" contract="Namespace.IRYIInfo, AssemblyName" />
          </facets>
        </contact>
      </entities>
    </model>
  </sitecore>
</configuration>

Troubleshooting

1. Navigate to this location “/sitecore/system/Data Exchange/XXX/Pipelines/xConnect Contacts to Dynamics Sync Pipelines/Read Contacts from xConnect Pipeline/Read Contacts from xConnect” and in “Contact Facets To Read” select custom facet.