Swati Gupta (3x Sitecore MVP) | Blogs

Part 5: Sitecore Dynamic CRM Connector: Sync Custom Facets(Checkbox Field)  Part 1:  Install Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 for Sitecore 10.2 XP Part 2:  Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0: Configure Endpoints Part 3:   Sitecore Dynamic CRM Connector: Use Delta Settings while Syncing Contact from Sitecore to CRM Part 4:  Sitecore Dynamic CRM Connector: Sync Marketing List from CRM to Sitecore   In this blog, we are going to sync custom facets from Sitecore to CRM. The custom facets document is available here  so I am assuming that you have already created custom facets.  Go to this location "/sitecore/system/Settings/Data Exchange/Providers/xConnect/Collection Models" and create a new "Collection Model Folder". Inside this folder create a "Compiled Collection Model" and type the namespace and assembly name of your custom facet model in the "Collection Model Type" field. Go to this location &

Part 4: Sitecore Dynamic CRM Connector: Sync Marketing List from CRM to Sitecore Part 1:  Install Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0 for Sitecore 10.2 XP Part 2:  Sitecore Connect™ for Microsoft Dynamics 365 for Sales 7.0.0: Configure Endpoints Part 3:   Sitecore Dynamic CRM Connector: Use Delta Settings while Syncing Contact from Sitecore to CRM I had a requirement that I want to sync the marketing list from CRM to Sitecore. Sitecore already has a pipeline to sync the marketing list and contact which is related to that marketing list but there are some other steps that need to do which I am going to mention in this blog because I found it difficult to find all steps in any document. Steps: Go to the CRM and create a new Marketing List. Add a member to this marketing list.              Go to the "Dynamics Marketing Lists to xDB Reference Data Sync" pipeline from this location /sitecore/system/<Data Exchange>/<Tenant >/Pipeline Batches/Dyn

Part 3: Sitecore Dynamic CRM Connector: Use Delta Settings while Syncing Contact from Sitecore to CRM I faced an issue while I was syncing contacts from Sitecore to CRM all contacts were syncing but I wanted to sync only that contact which is not being synced in the last batch so to resolve this issue I used the existing delta setting pipeline as mentioned below: Steps: Go to this location  /sitecore/system/<Data Exchange>/<Tenant>/Pipelines/xConnect Contacts to Dynamics Sync Pipelines/Read Contacts from xConnect Pipeline. Right-click and select Insert the "Set Use Delta Settings Pipeline Step" pipeline. Move this pipeline after the "Add xConnect Client to Context" pipeline. In the "Context Value Reader" field select the "Value Readers/Common/Pipeline Batch Last Started Reader" value. In "Operator" select "On or after the selected date" or any other value which you require. Now when you will run the "xConnect