Questions tagged [dynamics-crm-module]

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

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45 views

Cannot establish connection to Dynamics 365

We have Sitecore 10.0 Update 1 and on top we have installed Data Exchange Framework 5.0 and Sitecore Connect for Microsoft Dynamics 365 for Sales 5.0.0. I have followed the installation guide on ...
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0answers
21 views

Sitecore Dynamics CRM - Sync Sitecore item to CRM custom entity not working

We have Sitecore XP 9.0.2 environment and has set up Sitecore dynamics CRM connector, my requirement is to sync Sitecore item with CRM custom entity, I have created some value accessor sets,value ...
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0answers
22 views

How to save Sitecore item to Dynamics CRM custom entity on Sitecore form save/submit event [duplicate]

We have Sitecore 9.0.2 installed and set up in our environment, I have installed Dynamics CRM connector 2.0.1 in our Sitecore XP environment and endpoint connection is successful as well from content ...
2
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1answer
121 views

Dynamics Connect custom fields sync - “This object is already associated with another model”

I am trying to sync custom fields from Dynamics Connector 3.0.0 to xConnect (Sitecore 9.2) I have extended xConnect model with my custom facet, mapped fecet definitions, value accessor sets etc, ...
2
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1answer
81 views

How to add a filter to Dynamics CRM connector 3.0.0 to read single contact

We are trying to set up the Sitecore Connect for Microsoft Dynamics 365 for Sales 3.0.0 on Sitecore 9.2 I need to sync contact from CRM to xConnect I am in process of extending our xdb model in ...
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2answers
83 views

Resolve contact model by personal details

The built-in Dynamics CRM connector for DEF has a pipeline step as part of syncing contacts from Dynamics to xConnect that reads the Dynamics contact ID and checks if there is an xDB Contact ...
0
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2answers
214 views

Trigger pipeline batch programmatically with context

I would like to start a pipeline batch and pass in the context required for a single contact to be processed so that I can trigger the sync process for individual contacts when they are created in the ...
1
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0answers
47 views

Unable to sync sitecore contact to CRM

I am using Sitecore 9.0.2 and Dynamics CRM Connector 2.0.1. While I get a contact from CRM to Sitecore using sync pipeline batch, the same gets updated in Sitecore and is synced back to CRM using the ...
0
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0answers
26 views

Is it possible to get the sitecore item from web database in CRM connector pipeline (batch pipeline) when we run it from CM server

We are running the sitecore CRM batch pipeline from CM server but required to get the item from web database when sync the sitecore item to CRM.
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1answer
52 views

not Syncing CRM lookup field From Sitecore to CRM by batch pipeline

we are syncing the items from sitecore to dynamic 365 by batch pipelines.dynamic 365 Simple type is synced successfully. but in dynamic look up field is not updating. CRM field (case field (look up ...
3
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0answers
94 views

Sitecore Contact Duplication Issue - Dynamics CRM Connector

There is a strange issue that I encountered today. If I submit a Contact using Sitecore Forms and Sync the same contact through dynamics CRM connector, I get duplicated contacts as the identifier of ...
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1answer
85 views

Populate Custom Table instead of Contacts table in CRM using Dynamics CRM Connector

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 ...
1
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0answers
96 views

Mapping Entity Related fields to Sitecore from Dynamics CRM 365

I have an XML here, <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true"> <entity name="account"> <attribute name="name" /> <attribute ...
1
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1answer
47 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
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0answers
41 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
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1answer
140 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
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1answer
79 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
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1answer
84 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
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0answers
67 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 ...
1
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1answer
123 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
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1answer
57 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 ...
2
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1answer
107 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
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2answers
429 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
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1answer
245 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
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0answers
95 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
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1answer
36 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 ...
6
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1answer
294 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
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1answer
163 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
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1answer
431 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
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1answer
338 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
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1answer
227 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
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1answer
92 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....