1

I need to sync the Sitecore contacts to CRM using Dynamics CRM Connector 2.0.1. As the synced contacts require further refinement, the synced contact needs to be added in a temp table in CRM instead of Contact table.

Can we change this configuration in the connector ?

Thanks Samridhi

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Yes, you can simply do that. If you use a default Dynamics CRM Connector pipeline to sync contacts to CRM, you only need to navigate Pipelines -> xConnect Contacts to Dynamics Sync Pipelines(1) folder, expand Process Single Contact from xConnect Pipeline (2) item and choose the Resolve Dynamics Contact by Identifier (3). Then you can find the Entity Name field there (4), which defines an entity where your contact will be saved in CRM (5). In your case, it will be some temp entity.

Dynamics CRM Connector Change target entity

  • Awesome, I changed the same setting. Thanks for confirmation @Artsem Prashkovich :) – samridhi sachdeva Jul 15 at 10:08
  • Hi @artsem, I can see the connection being set with Custom Table and the contact is submitted on sync but the contact is not visible in CRM, does this require any other setting as well ? – samridhi sachdeva Jul 16 at 9:43
  • Does your Custom Table have the same set of fields? – Artsem Prashkovich Jul 16 at 9:45
  • few fields are different, I have changed the mappings accordingly. – samridhi sachdeva Jul 16 at 9:49
  • The custom Table is the entity name of CRM right? Does this accept spaces ? Do we take the entity display name or schema name here ? – samridhi sachdeva Jul 16 at 9:50

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