8
votes
Accepted
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 ...
- 4,113
6
votes
Accepted
How to add a filter to Dynamics CRM connector 3.0.0 to read single contact
I have figured a way:
On the Read Contacts from Dynamics Pipeline there is a field "Filter Expression".
If I create my custom condition "Where contact is my Test User" with one string condition ...
- 1,653
6
votes
Accepted
Using Sitecore Forms with Dynamics 365
Go for Sitecore Forms. WFFM is no longer included in 9.1 so that is a dead end...
You will need to create your own submit actions (in both options btw) if you want it on this version.. If you can ...
- 20.1k
6
votes
Accepted
Sitecore using Dynamics CRM - which permission level does the user used in ConnectionStrings needs to have?
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 permissions ...
- 4,113
5
votes
Accepted
Data Exchange Framework delete records in Sitecore if does not Exist in Source(CRM)
Unfortunately Dynamics CRM cannot send request to Sitecore to notify that entity was deleted. You can add a custom solution like "Clean Up Sync" pipeline batch to send a request to determine whether ...
- 1,792
4
votes
Accepted
Sitecore Connect for Microsoft Dynamics 365 for Sales 2.0.1 - Getting Microsoft.Xrm.Sdk.EntityReference instead of ID on reference entities
In order to get customer id you have to change your accessor template to
It should be something like this
And if the value Guid type you can use transformer Guid to String.
- 1,792
4
votes
Accepted
Custom Pipeline to compare Sitecore records to Dynamics CRM in DEF
It's not clear to me exactly what you are trying to do, but it sounds like you ran a process to read data from CRM and write that data to Sitecore. Some of that data no longer exists in CRM, so you ...
- 1,047
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) ...
- 4,113
3
votes
Using Sitecore Forms with Dynamics 365
What Gert said is 100% valid.
If you don't have to save in dynamics CRM in real time you can use Dynamics CRM Connect Module.
After you create contacts in XDB you can use Dynamics CRM Connector to ...
- 18.5k
3
votes
Accepted
Sitecore Microsoft Dynamics CRM Security Provider 2.1 fails on Sitecore 8
Problem Solved
Solution: If you are using just Sitecore CRM Provider, you should use
"authentication type=2", if you are using Microsoft.Xrm.dl then you should use authtype=Office365, if you ...
- 1,015
2
votes
Accepted
Sync Sitecore Item into Dynamics CRM Custom Entity
You missed 2 pipeline steps.
Create Entity Queue - before add an entity to a queue you need to create queue.
Submit Remaining Entities From Queue - checks if there are some entities in the queue ...
- 1,792
2
votes
Accepted
Cannot establish connection to Dynamics 365
I didn't use DEF 5.0.0 but on previous versions I used:
<add name="dynamicsCRM" connectionString="Url=https://sitecoretest9.crm4.dynamics.com; User id=[my email]; Password=[my ...
- 18.5k
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 ...
- 4,113
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 ...
- 4,113
2
votes
Accepted
Rule based sync in Dynamics CRM Connector
Wrote a custom rule referring to default null mapping rule, and applied on specific value mapping. This solved my objective
2
votes
Accepted
'Sitecore.DataExchange.Tools.DynamicsConnect.Models.DynamicsConnectCollectionModel, 1.0' does not have a remote version
This issue is solved after the below steps:
Go to this location /sitecore/system/Data Exchange/Connect for Dynamics Tenant Branch/Endpoints/Providers/xConnect/xConnect Client Endpoint
Go to the ...
- 3,037
1
vote
Accepted
Dynamic CRM Connector not showing all Marketing List
It can be a bit tricky to help with these issues without being familiar with the individual set up (more screenshots / URLs are always appreciated). The following additional information would help:
...
- 1,950
1
vote
Accepted
D365 Connector Connection Issues - Connection Strings & Log Location
As @kamil mentioned, there was a notable Microsoft deprecation that recently came into full effect. The TLDR; is:
WS-Trust authentication type that is used by custom clients to connect to Dataverse ...
- 1,950
1
vote
Cannot establish connection to Dynamics 365
As discussed on slack; the connectionstring URL has to contain crm4.dynamics.com, instead of crm.dynamics.com
- 101
1
vote
Accepted
Sync Sitecore contacs to CRM - Data Exchange 0 elements were iterated
Rebuild the Databases and Indexes, this will fix the issue. It worked for me.
1
vote
Dynamic CRM contacts are appearing in Xdb.Collection sql table but not appearing in experience profile
Yes this is a normal behavior. Your contacts are anonymous (without interactions) and anonymous contact are not indexed OOTB.
To change the contact to be indexed you need to change in 2 places in ...
- 18.5k
1
vote
Accepted
Sitecore.Xdb.Common.Web error in Sitecore Dynamic CRM Connector
Sitecore.Xdb.Common.Web.IHttpClientHandlerModifier doesn`t exist in Sitecore 9.0.2 (only in Sitecore 9.1).
As I know Microsoft Dynamics 2.1.0 requires Sitecore 9.1 version. You can check sitecore ...
- 3,150
1
vote
Reset Existing xDB Contacts Pipeline Dynamics Plugin not resetting values on xdb
The pipeline is trying to set the marketing list property to null. By default, a null value will not overwrite an existing value.
To change this:
Open the Content Editor
Select your tenant
Navigate ...
- 1,047
Only top scored, non community-wiki answers of a minimum length are eligible