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 locati...

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 ...

Having issue with Dynamic CRM Connector while syncing Dynamic CRM drop down with Sitecore facet? As in previous post I have explained about how to Sync CRM field with Sitecore custom facet, while I was trying to sync CRM dropdown to Sitecore custom facet, I was not able  to sync that. I tried to sync “Gender” dropdown, which is by default available in connector settings, but still I was not able to sync “Gender” as well. Then I have raised a ticket with Sitecore, they have provided me Sitecore patch file which you can download from here and you can follow below instructions: Paste DLL in your bin folder. Navigate to this location "/sitecore/system/Data Exchange/XXX/Value Mapping Sets/Dynamics to xConnect Contact Mappings/Dynamics Contact to xConnect Contact Personal Info Facet/Gender"  Go to the location which you have selected in "Source Value Transformer" field which is this location "/sitecore/system/Data Exchange/XXX/Data Access/Value Readers/...

Sitecore 9 Dynamic CRM Connector: Sync CRM field with Sitecore custom facets (Part 7) In previous blog, we have discussed how to sync Sitecore custom facets to CRM. Dynamic CRM Connector comes with out of box functionality to sync CRM with Default facets, but we are going to discuss how we can sync CRM with Sitecore custom facets. Step 1: Specify how to read from the Dynamics contact Navigate to this location “/sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/Dynamics/Dynamics Contact” Add the following item: Template: Entity Attribute Value Accessor Item Name: GraduateYear on Dynamics Contact Set the following field values: Attribute Name: CRM Field Name Value Type: Option Set Value (If dropdown, if checkbox select Formatted Value otherwise blank for single line) Step 2: Specify how to write to the Contact facet Navigate to this location “/sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/xConnect” Add t...

Sitecore 9 Dynamic CRM Connector: Conditionally Sync Sitecore Field (Part 6) Part 5:  Schedule Pipeline Batches in Sitecore 9 Dynamic CRM Connector   There can be the situation while you are syncing xDB contacts to CRM and you want to update some field on the basis of some logic. Just like the below condition where I wanted to sync to “Birthdate” when it is above 1990 otherwise, it will be blank in CRM. Apply Mapping Rules To apply mapping rules firstly create custom class “BirthdateValueMappingRule”         namespace Namespace { public class BirthdateValueMappingRule : IApplyMappingRule { public readonly int Year = 1990; public readonly string FacetName = "Personal"; public bool ShouldMappingBeApplied(object value, IMapping mapping, MappingContext context) { if (value != null && context != null) { var MappingSource = (EntityModel)context.Source; va...

Schedule Pipeline Batches in Sitecore 9 Dynamic CRM Connector (Part 5) Part 4 :  Sitecore 9 Dynamic CRM Connector: Custom pipeline to filter contacts Scheduler is a simple way to execute some task with intervals. To schedule a Dynamic CRM Connector task, Sitecore provides you out of box functionality. There are two steps which need to follow: Step 1: Create Command         Navigate to this location “/sitecore/system/Tasks/Commands/Data Exchange” and create an item        There will be a two type of command “Run All Pipeline Batches Command” and “Run Selected Pipeline Batches Command” Create command according to your requirement Navigate to “Pipeline Batched” field for “Run Selected Pipeline Batches Command” and “Pipeline Batches Root” for “Run All Pipeline Batches Command” and select relevant pipeline Step 2: Create Schedule Navigate to this location “/sitecore/system/Tasks/Schedules” Create new “Sched...

Sitecore 9 Dynamic CRM Connector: Custom pipeline to filter contacts (Part 4) Part 3 :  Sitecore 9 Dynamic CRM Connector: Sync Known contacts (Part 3) As per my requirement, I had multiple Sitecore 9 Forms, in each form I am saving contacts in xDB but I want to sync contacts to CRM which is submitted by a specific form. To fulfil this requirement, I have created custom model & facet and according to custom facets, I have applied logic that only those contact will be sync which contact has the custom model.  Also, I have created a pipeline to get the required properties. Step 1: Create custom pipeline template         Navigate to this location “/sitecore/templates/Data Exchange/Framework/Pipeline Steps” and create new template o    Template : /sitecore/templates/Data Exchange/Framework/Pipeline Steps/Base Pipeline Steps/Base Pipeline Step o    Item Name: Custom Filter Pipeline Step       Add I...

Sitecore 9 Dynamic CRM Connector: Sync Known contacts (Part 3) In the  previous  article we have created custom facets and sync custom facets to CRM.  As you know Sitecore saves "Anonymous" contacts and "Known" contacts as well. Basic requirement while we are doing syncing is that sync only “Known” contact. Sitecore Dynamic CRM Connector provides you out of box functionality to Sync only “Known” or “Anonymous” contacts. Navigate to this location “/sitecore/system/Data Exchange/XXX/Pipelines/xConnect Contacts to Dynamics Sync Pipelines/Read Contacts from xConnect Pipeline/Read Contacts from xConnect” . Navigate to “Contact Filter” field. Select “Known Contact Expression” and save the item. Next  article will be about "Custom pipeline to filter contacts"

Sitecore 9 Dynamic CRM Connector: Sync Sitecore custom facets with Dynamic CRM (Part 2) In  previous  article I have created custom facets in Sitecore for CRM connector, Now in this article I am going to sync these custom facets with Dynamic CRM. Step 1: Specify how to write to the Contact facet Navigate to this location “/sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/Dynamics/Dynamics Contact” Add the following item. Template : Entity Attribute Value Accessor Item Name: GraduateYear on Dynamics Contact Set the following field values: Attribute Name: CRM Field Name Value Type: Option Set Value (If dropdown otherwise blank for single line Step 2: Specify how to read from the Dynamics contact Navigate to this location “/sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/xConnect” Add the following item. Template : xConnect Entity Facet Value Accessor Set Item Name: xConnect Contact Custom Info...

Sitecore 9 Dynamic CRM Connector: Create custom facets (Part 1) Dynamic CRM Connector will provide you default facets like first name, last name etc. but you can also create custom facets and sync to CRM. Step 1: Create a Visual Studio project Create Class Library (.Net Framework) project Add below reference from NuGet:  Sitecore.DataExchange.Tools.DynamicsConnect.NoReferences Sitecore.XConnect.NoReferences Step 2: Implementation of Custom facets Create new class to create custom facet “Student” and add following code: using Sitecore.XConnect; using System; namespace YourNamespace { [FacetKey(DefaultFacetKey)] [Serializable] public class StudentFacets: Facet { public const string DefaultFacetKey = "Student"; public string GraduateYear { get; set; } } } Step 3: Implementation of collection model After creating Custom facets class, you need to create Collection model w...