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Sitecore 9 Dynamic CRM Connector: Sync Known contacts (Part 3)

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"

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