Questions tagged [dynamics-crm-module]

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

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Can I use Dynamics 365 for Sitecore Connector to send data from Sitecore Form directly to Dynamics 365?

I would like to use Sitecore Forms to collect data from my Sitecore website, then send that data directly to Dynamics 365 - using the Connector that is available from Sitecore. I have looked for ...
Dean OBrien's user avatar
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1 vote
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How to add a composite key in Pipeline identifier

I am setting up an import to get data from Dynamics, and the entity I am querying to has a composite unique key (PlotId + CollectionId). which makes the record unique. I am not able to find any ...
Gurender's user avatar
1 vote
1 answer
45 views

Dynamic CRM Connector not showing all Marketing List

I am using Sitecore 10.2 with Dynamic CRM Connector, I run two pipelines Dynamics Marketing Lists to xDB Reference Sync Dynamics Marketing Lists to xConnect Sync Both pipelines are working fine with ...
Swati Gupta's user avatar
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2 votes
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'Sitecore.DataExchange.Tools.DynamicsConnect.Models.DynamicsConnectCollectionModel, 1.0' does not have a remote version

I have installed Data Exchange Framework 7.0.0 and Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 in Sitecore 10.2. In this location /sitecore/system/Data Exchange/Connect for Dynamics ...
Swati Gupta's user avatar
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1 vote
1 answer
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D365 Connector Connection Issues - Connection Strings & Log Location

I am having trouble testing the connection to my remote instance of D365. I can access it via the browser at https://xxxxxxx.crm.dynamics.com This is a 9.3 install with DEF and D365 Connector version ...
Marcel Gruber's user avatar
2 votes
2 answers
306 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 ...
Peter Procházka's user avatar
2 votes
1 answer
160 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, ...
Volodymyr Hil's user avatar
3 votes
1 answer
138 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 ...
Volodymyr Hil's user avatar
1 vote
2 answers
125 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 ...
Mark Gibbons's user avatar
  • 5,542
2 votes
2 answers
419 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 ...
Mark Gibbons's user avatar
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1 vote
0 answers
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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 ...
samridhi sachdeva's user avatar
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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.
Sandeep's user avatar
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1 answer
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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 ...
Sandeep's user avatar
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2 votes
0 answers
114 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 ...
samridhi sachdeva's user avatar
1 vote
1 answer
101 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 ...
samridhi sachdeva's user avatar
1 vote
0 answers
122 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 ...
jdmentolaroc's user avatar
1 vote
1 answer
56 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 ...
samridhi sachdeva's user avatar
1 vote
1 answer
227 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: ...
Swati Gupta's user avatar
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0 votes
1 answer
98 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 ...
samridhi sachdeva's user avatar
0 votes
1 answer
107 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://...
samridhi sachdeva's user avatar
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0 answers
81 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 ...
samridhi sachdeva's user avatar
1 vote
1 answer
181 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, ...
Sujana's user avatar
  • 97
0 votes
1 answer
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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 ...
S.Kazmi's user avatar
  • 906
2 votes
1 answer
187 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....
S.Kazmi's user avatar
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2 votes
2 answers
707 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 ...
James Darrall's user avatar
2 votes
1 answer
263 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 ...
Vlad Iobagiu's user avatar
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4 votes
0 answers
110 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 ...
Bedvit Mukherjee's user avatar
0 votes
1 answer
42 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 ...
VeNoMiS's user avatar
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6 votes
1 answer
325 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 ...
Peter Procházka's user avatar
3 votes
1 answer
178 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 ...
Jovit Mayo's user avatar
4 votes
1 answer
482 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 ...
Jovit Mayo's user avatar
4 votes
1 answer
355 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 ...
Jovit Mayo's user avatar
6 votes
1 answer
257 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, ...
Jose Neto's user avatar
  • 1,015
3 votes
1 answer
98 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....
Vinicius Deschamps's user avatar