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This page describes how to install the module.
The Microsoft Dynamics CRM Campaign Integration consists of the Dynamics CRM Security Provider and the Dynamics CRM Save Actions modules. These modules are distributed as separate Sitecore packages. This section contains instructions on how to install both modules and how to set up the CRM integration. For more information about configuring the CRM Security Provider module, see the Documentation section.
Installing CRM Security Provider
The Microsoft Dynamics CRM Security Provider module is distributed as a usual Sitecore package. You can install it using the Installation Wizard available via the Sitecore desktop link Sitecore>> Development Tools>>Installation Wizard.
Package Content
The package contains the following elements:
- CRM Security provider assembly files
- The CRM Security provider configuration file
- The CRM Contact profile item and its template
- Performance profiler page (starting from module's version 1.1.0 rev. 120822)
Installation Prerequisites
To be able to install the CRM Provider module, you need the following:
- Sitecore CMS 6.6.0 rev. 120918 or later.
- Microsoft Dynamics CRM v 3, 4, or 5 (2011, 2013).
- Windows Identity Foundation and .NET Framework 4 (starting from CRM Campaign Integration 2.0).
Installing CRM Dynamics Save Actions
The CRM Dynamics Save Actions are distributed as a usual Sitecore package. You can install it using the Installation Wizard available via the Sitecore desktop link Sitecore>> Development Tools>>Installation Wizard.
Installation Prerequisites
- Web Forms for Marketers v 2.1 or later.
- Microsoft Dynamics CRM Security Provider v 2.0 (starting from CRM Campaign Integration for WFFM 2.0 ).
Setting up the CRM Integration
To configure the module to connect with CRM, follow the instructions in section 2.2.1 Connecting to the CRM system in the Dynamics CRM Security Provider Module Guide.