Questions tagged [dynamics-crm-module]

All the questions related to Microsoft Dynamics CRM module integration with Sitecore.

0
votes
1answer
27 views

Rule based sync in Dynamics CRM Connector

I would need to know on the best way to implement a scenario Environment : Sitecore 9.0.2 Module: Dynamics CRM COnnector 2.0.1 Scenario: If a particular facet property is not null then the value ...
1
vote
0answers
20 views

Sitecore Connect for Microsoft Dynamics : Conditional sync

I am using Sitecore Connect for Microsoft Dynamics 365 for Sales 2.0.1 and Now I want to sync Sitecore contacts to CRM on basis of some conditon like if some custom facet will be true then it will ...
1
vote
1answer
39 views

xConnect Contacts to Dynamics Sync not working

I am using Sitecore Connect for Microsoft Dynamics 365 for Sales 2.0.1 . I am trying to run xConnect Contacts to Dynamics Sync this pipeline but it is showing me below output in log file: ...
1
vote
1answer
41 views

Sync Sitecore contacs to CRM - Data Exchange 0 elements were iterated

I am working on Sitecore 9.0.2 and Dynamics CRM connector 2.0.1. While running the pipeline batch from Sync contacts Sitecore to CRM, the mappings don't work. below is the log Error. The log says 0 ...
1
vote
1answer
40 views

Sync Option Set Value From XDB to CRM

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://...
0
votes
0answers
22 views

CRM SItecore Connection - Dynamics Connector

I am Working on Sitecore 9.0.2 and Dynamics Connector 2.0.1. As I started using Custom Model in my endpoint to sync custom data from CRM to Sitecore my default sync stopped working i.e. Name , Email ...
0
votes
0answers
26 views

Sitecore 9.0.1 and Microsoft Dynamic CRM rule set

I have installed the Sitecore Dynamic Connector and run the following pipeline batches. 1. Dynamics Contacts to xConnect Sync 2. Dynamics Marketing Lists to xConnect Sync Now I want to use the ...
0
votes
0answers
24 views

Issue synchronizing CRM marketing lists with Data Exchange Framework 1.4

When synchronizing marketing lists with CRM, about 600 marketing lists is being created in Sitecore and CRM contacts are created with marketing list id's. Everything looks right and i can even create ...
1
vote
1answer
66 views

Batch Pipeline to sync contact

Information and it is not getting synchronized. DEBUG [Data Exchange] Cannot resolve entity model from location or entity model is null. (pipeline: Process Single Contact from xConnect Pipeline, ...
0
votes
1answer
34 views

Dynamic CRM contacts are appearing in Xdb.Collection sql table but not appearing in experience profile

When I sync CRM contacts to Sitecore by running Dynamics Contacts to xConnect Sync pipeline batch, I can see contacts in Xdb.Collection SQL table, but not in Sitecore Experince Profile. Is this ...
1
vote
1answer
43 views

Sitecore.Xdb.Common.Web error in Sitecore Dynamic CRM Connector

I have installed and configured Connector for Microsoft Dynamics 2.1.0. I am getting below error when click Run Troubleshooter on xconnect Client Endpoint. Could not load type 'Sitecore.Xdb.Common....
2
votes
2answers
173 views

Using Sitecore Forms with Dynamics 365

I have a client using Sitecore 9.0.1 with a requirement to create or update contact information in Dynamics 365 following a form submission. What is the correct way to go about this in the new ...
2
votes
1answer
119 views

Sync Sitecore Item into Dynamics CRM Custom Entity

I am trying to sync from Dynamics CRM into Sitecore/Xdb in both ways using Dynamics CRM 2.0.1 I can do next sync: Dynamics CRM to xDb xDb to Dynamics CRM Contacts Dynamics CRM entity to Sitecore ...
4
votes
0answers
69 views

xDB to CRM sync for leads not working in DEF 1.4.1

It seems that the architecture of the synchronization of leads from xDB to CRM has been changed in the the new version of CRM connectore module, 1.4.1. It is working for Contact, where by default the ...
0
votes
1answer
30 views

Reset Existing xDB Contacts Pipeline Dynamics Plugin not resetting values on xdb

I'm using Data Exchange Framework 1.4.1 (rev. 170818) and Dynamics CRM Connect 1.4.1 (rev. 170818). The Reset Existing xDB Contacts Pipeline doesn't remove marketing lists values from the xDB ...
5
votes
1answer
207 views

Sitecore Connect for Microsoft Dynamics 365 for Sales 2.0.1 - Getting Microsoft.Xrm.Sdk.EntityReference instead of ID on reference entities

We are trying to get entity ID when synchronizing Dynamics 365 entities into Sitecore 9.0.1 using Sitecore Connect for Microsoft Dynamics 365 for Sales 2.0.1 module. What is the best solution? We are ...
3
votes
1answer
137 views

Custom Pipeline to compare Sitecore records to Dynamics CRM in DEF

I'd like to have an idea on how to compare data in Sitecore that was created by Data Exchange Framework using Dynamic CRM Connect during Synchronization. I'd like to do this by running the ...
4
votes
1answer
308 views

Data Exchange Framework delete records in Sitecore if does not Exist in Source(CRM)

Just noticed the behavior of Data Exchange Framework that it does not delete the records that is already created in Sitecore upon Synchronization and run Sync again after deleting a record in CRM. Is ...
4
votes
1answer
251 views

Converting Address in CRM to Sitecore via Data Exchange to GeoLocation Latitude Longitude

I have a task to convert the address that was Synced from CRM into Sitecore item upon running the Sync in Data Exchange. I am new to this feature of Sitecore and was thinking of creating a pipeline ...
5
votes
1answer
202 views

Sitecore Microsoft Dynamics CRM Security Provider 2.1 fails on Sitecore 8

I have an issue with the following Module "Microsft Dynamics CRM Security Provider 2.1.2" I´m using Sitecore 8.0 with Microsoft Dynamics Office 365(online on Microsoft) I read all the documentation, ...
3
votes
1answer
80 views

Sitecore using Dynamics CRM - which permission level does the user used in ConnectionStrings needs to have?

I have a Sitecore instance using Dynamics CRM within the follow ConnectionStrings.config <add name="Dynamics-2011" connectionString="url=http://crmdevvm:5555/crmdev/XRMServices/2011/Organization....