Questions tagged [dynamics-crm-module]
All the questions related to Microsoft Dynamics CRM module integration with Sitecore.
33
questions
1
vote
0
answers
16
views
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 ...
- 11
0
votes
1
answer
35
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 ...
- 2,720
2
votes
1
answer
60
views
'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 ...
- 2,720
1
vote
1
answer
132
views
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 ...
- 1,490
2
votes
2
answers
252
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 ...
- 9,356
2
votes
1
answer
155
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, ...
- 1,633
3
votes
1
answer
135
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 ...
- 1,633
1
vote
2
answers
123
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 ...
- 5,382
2
votes
2
answers
400
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 ...
- 5,382
1
vote
0
answers
62
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
votes
0
answers
27
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.
- 59
0
votes
1
answer
69
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 ...
- 59
2
votes
0
answers
112
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 ...
1
vote
1
answer
100
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
vote
0
answers
119
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 ...
- 21
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 ...
1
vote
1
answer
216
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:
...
- 2,720
0
votes
1
answer
97
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 ...
0
votes
1
answer
105
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
0
answers
79
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
vote
1
answer
175
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, ...
- 97
0
votes
1
answer
75
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 ...
- 906
2
votes
1
answer
178
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....
- 906
2
votes
2
answers
670
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 ...
- 137
2
votes
1
answer
261
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 ...
- 18.1k
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 ...
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 ...
- 183
6
votes
1
answer
324
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 ...
- 9,356
3
votes
1
answer
176
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 ...
- 865
4
votes
1
answer
478
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 ...
- 865
4
votes
1
answer
354
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 ...
- 865
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, ...
- 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....
- 2,979