Skip to main content

Sitecore 9 Dynamic CRM Connector: Sync Sitecore custom facets with Dynamic CRM (Part 2)

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.
  1. Template : Entity Attribute Value Accessor
  2. Item Name: GraduateYear on Dynamics Contact
  • Set the following field values:
  1. Attribute Name: CRM Field Name
  2. 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.
  1. Template : xConnect Entity Facet Value Accessor Set
  2. Item Name: xConnect Contact Custom Information Facet
  • Select the new item.
  • Add the following item.
  1. Template : xConnect Entity Facet Property Value Accessor 
  2. Item Name: Graduate Year on xConnect Graduate Year
  • Set the following field values:
  1. Facet Property: Collection Models > Custom Models > YourCustomModel > Facets > Contact > FacetKey > GraduateYear
  • Save the item

Step 3: Drop Down Settings

  • Navigate to this location “/sitecore/system/Data Exchange/XXX/Tenant Settings/Common/Code Definition Sets”
  • Add the following item:
  1. Template : Code Definition Set 
  2. Item Name: Dynamics Graduate Year Code
  • Select the new item.
  • Add the following item:
  1. Template : Code Definition
  2. Item Name: 2019
  • Set the following field values:
  1. Value: Similar which is assign in CRM
  • Save the item.
  • Navigate to this location “/sitecore/system/Data Exchange/XXX/Data Access/Value Readers/Providers/Dynamics”
  • Add the following item:
  1. Template : Description to Code Value Reader 
  2. Item Name: Dynamics Graduate Year Description to Code Reader
  • Set the following field values:
  1. Code Definition Set: Code Definition Sets>Dynamics Graduate Year Code

Step 4: Map Dynamics data to the contact facet

  •  Navigate to this location “/sitecore/system/Data Exchange/XXX/Value Mapping Sets/xConnect Contact to Dynamics Contact Mappings/Contact Model to Dynamics Contact”
  • Add the following item.
  1. Template : Value Mapping 
  2. Item Name: Graduate Year
  • Set the following field values:
  1. Source Accessor: /sitecore/system/Data Exchange/XXX/Data Access/Value Accessor Sets/Providers/xConnect/xConnect Contact Custom Information Facet/Graduate Year on xConnect Graduate Year
  2. Target Accessor: Data Access/Value Accessor Sets/Providers/Dynamics/Dynamics Contact/GraduateYear on Dynamics Contact
  3. Source Value Transformer: Value Readers/Providers/Dynamics/Dynamics Graduate Year Description to Code Reader

Step 5: Facet interface and implementation

  • Create interface 
 public interface ICRMInfo : IFacet, IElement, IValidatable  
   {  
     string GraduateYear { get; set; }  
   }  

  • Create class
[Serializable]  
   public class CRMInfo: Facet, ICRMInfo, IFacet, IElement, IValidatable  
   {  
     private const string Year = "GraduateYear";  
     public string GraduateYear  
     {  
       get  
       {  
         return base.GetAttribute(Year);  
       }  
       set  
       {  
         base.SetAttribute(Year, value);  
       }  
     }  
     public RYIInfo()  
     {  
       base.EnsureAttribute(Year);  
     }  
  } 

Step 6: Add custom facet to Sitecore entities and model

 <?xml version="1.0"?>  
 <configuration xmlns:patch="http://www.sitecore.net/xmlconfig/" xmlns:set="http://www.sitecore.net/xmlconfig/set/">  
  <sitecore>  
   <model>  
    <elements>  
     <element interface="Namespace.IRYIInfo, AssemblyName" implementation="Namespace.RYIInfo, AssemblyName"/>  
    </elements>  
    <entities>  
     <contact>  
      <facets>  
       <facet name="CRM" contract="Namespace.IRYIInfo, AssemblyName" />  
      </facets>  
     </contact>  
    </entities>  
   </model>  
  </sitecore>  
 </configuration>  

Step 7: Contact Facets To Read Setting

  • 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” and in “Contact Facets To Read” select custom facet.

Step 8: Custom facet to sync with Dynamics CRM

  •  Move to this location “/sitecore/system/Data Exchange/XXX/Pipeline Batches/xConnect Contacts to Dynamics Sync” and click on “Run Pipeline Batch”

In next blog will sync only "Known" contacts

Comments

Popular posts from this blog

Sitecore Certification Sample Questions

Sitecore Certification Sample Questions I have completed the Sitecore 9 certification in 2019 and Sitecore 8.2 Certification in 2018. Let me tell you if you have some knowledge about Sitecore then it will be easier for you to understand questions and clear certification exam. Your main focus should be to understand the questions and answers carefully because it is too confusing There will be two options to give the exam: Install the software in your laptop (Laptop should have mic and webcam) Authorized training Center If you have proper Internet, then you can choose option 1 otherwise option 2 is a good choice. Disclaimer : Please note that the below question is only for information purpose only. Below question does not claim the accuracy of the content. Sample Questions: Question 1: What is the name of Component architecture guideline of Sitecore? Answer : Helix Question 2 : What is horizontal scaling and vertical scaling? Answer :  https://doc.

Sitecore 9 Forms: Google reCaptcha field

Sitecore 9 Forms: Google reCaptcha field  Re-Captcha is the most important part of any form’s submission. Google reCaptcha run internet bot detector and determined whether a user is a bot or not.  Sitecore Forms does not provide Google reCaptcha field, which was available in WFFM before, so I have created my custom Google reCaptcha.   Below you can find step by step process to create Google reCaptcha field. Create patch config for reCaptcha Sitekey and SecretKey <?xml version="1.0"?> <configuration xmlns:patch="http://www.sitecore.net/xmlconfig/" xmlns:set="http://www.sitecore.net/xmlconfig/set/"> <sitecore> <settings> <setting name="ReCaptchaSiteKey" value="site-key" /> <setting name="ReCaptchaSecretKey" value="secret-key" /> </settings> </sitecore> </configuration> Create new viewmodel class RecaptchaViewMode

Create Sitecore Custom Admin Page

Create Sitecore Custom Admin Page Sitecore provides you lots of Admin pages just like ShowConfig.aspx, cache.aspx, Logs.aspx, howServicesConfig.aspx, etc. which you can check from here http://<yoursite>/sitecore/admin/. All Sitecore Admin pages is available in this folder “sitecore/admin/*” Sometimes there can be requirement that you want to create custom Admin page which will be accessible to Admin/Non-Admin user. Here is an example: Create aspx page “CustomAdminPage.aspx” inside “<root>/sitecore/admin” folder <%@ Page Language="C#" AutoEventWireup="true" CodeBehind="CustomAdminPage.aspx.cs" Inherits="Namespace.CustomAdminPage" %> <!DOCTYPE html> <html xmlns="http://www.w3.org/1999/xhtml"> <head runat="server"> <title>Custom Admin Page</title> <link rel="stylesheet" type="text/css" href="/sitecore/she