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

0 votes
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Trigger pipeline batch programmatically with context

I had the same requirement not so long ago. Sitecore provides a code to ran PipelineBatch programmatically: https://doc.sitecore.com/developers/def/v1.3/synchronization/start-pipeline-batch-programmat …
Artem Prashkovich's user avatar
2 votes
Accepted

Resolve contact model by personal details

Maybe it is not the most elegant solution, but you can try. First of all you need to create a new pipeline step template which is inherited from Resolve Contact by Identifier from xConnect Pipeline S …
Artem Prashkovich's user avatar
2 votes
Accepted

Batch Pipeline to sync contact

I see a few wrong thing in your implementation. Resolve Dynamics Contact By Identifier pipeline step: Identifier Value Accessor - This value accessor shoud be set for xConnect Contact, e.g.: Data …
Artem Prashkovich's user avatar
4 votes
Accepted

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

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) folde …
Artem Prashkovich's user avatar
6 votes
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Sitecore using Dynamics CRM - which permission level does the user used in ConnectionStrings...

In order for Sitecore to be able to access account information from CRM, the CRM user used to connect to CRM must have the following permissions assigned: Read account entities If these permission …
Artem Prashkovich's user avatar
8 votes
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Converting Address in CRM to Sitecore via Data Exchange to GeoLocation Latitude Longitude

I can suggest the following solution: You need to implement a custom field reader with a custom field converter: using Sitecore.DataExchange.DataAccess; namespace Example { public interface IB …
Artem Prashkovich's user avatar