Swati Gupta (3x Sitecore MVP) | Blogs

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...