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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"

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. 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 Information F

Sitecore 9 Dynamic CRM Connector: Create custom facets (Part 1)

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

How to deploy Sitecore EXM Campaign from one environment to another environment

How to deploy Sitecore EXM Campaign from one environment to another environment After so much of effort I have created lot of EXM campaign on UAT and same EXM campaign I need to move on Production site. After moving all EXM campaign to Production they don’t appear in EXM interface. Then I contacted to Sitecore Support and Finally, I got the below resolution. Just to this URL  {YOUR_URL}/sitecore/admin/messagestatistics.aspx   and click on Upgrade. Now you can find newly imported campaign on EXM interface.

Sitecore 9 Installation Error: ERROR_SCRIPTDOM_NEEDED_FOR_SQL (The SQL provider cannot run because of missing dependency. Please make sure that Microsoft SQL Server Transact-SQL ScriptDom is installed)

Sitecore 9 Installation Error: ERROR_SCRIPTDOM_NEEDED_FOR_SQL (The SQL provider cannot run because of missing dependency. Please make sure that Microsoft SQL Server Transact-SQL ScriptDom is installed).  Few days ago, I thought to install Sitecore 9 while I was installing Sitecore 9 I faced this issue:   after some research I found this solution. Go to Run and type “regedit” Go to this location “Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\IIS Extensions\MSDeploy\3” Right click on right hand side, select New->String Value. Type name “DacFxDependenciesPath” Then click on Name then Modify and update Value Data “C:\Program Files (x86)\Microsoft SQL Server\130\SDK\Assemblies” Again, right click on right hand side, select New->String Value. Type name “DacFxPath” Then click on Name then Modify and update Value Data “C:\Program Files (x86)\Microsoft Visual Studio 14.0\Common7\IDE\Extensions\Microsoft\SQLDB\DAC\130” Then ru