Add Value to Synchronize

The default value mappings are described in the Default Value Mappings section. These mappings can be changed, and new mappings can be added.

In order to add a new field, you must know the attribute from the CRM campaign that you want to read, and the property on the Sitecore campaign that you want to write.

Identify CRM Campaign Attribute

Your CRM administrator is able to provide you with the names of the attributes that are available in your CRM.

Identify Sitecore Campaign Property

Dynamics CRM Connect interacts with Sitecore campaigns using the following type:

Sitecore.Marketing.Campaigns.Services.Model.CampaignEntity, Sitecore.Marketing.Campaigns.Services

Your Sitecore administrator is able to provide you with the names of the properties that are available on this type.

Define Value Accessors

A value accessor represents a value that can be read or written during the synchronization process. Two value accessor items must be created: one for the CRM campaign attribute and the Sitecore campaign property identified in the previous steps.

Value Accessor for CRM Campaign

The value accessor for the CRM campaign is used to read the attribute whose value is written to the Sitecore campaign.

  1. In Content Editor, navigate to your tenant.
  2. Navigate to Data Access > Value Accessor Sets > Providers.
  3. Navigate to Dynamics CRM > CRM Campaign Attributes.
  4. Insert a new item using the template Entity Attribute Value Accessor.
  5. In the field Attribute name, enter the name of the attribute from the section Identify CRM Campaign Attribute.
  6. Save the item.

Tip

For more information on the value accessor used with CRM entity attributes, see Attribute Value.

Value Accessor for Sitecore Campaign

The value accessor for the Sitecore campaign is used to write the value read from the CRM campaign to the Sitecore campaign.

  1. Navigate to your tenant.
  2. Navigate to Data Access > Value Accessor Sets > Providers.
  3. Navigate to Sitecore > Sitecore Campaign Entity Fields.
  4. Insert a new item using the template Property Value Accessor.
  5. In the field Property name, enter the name of the property from the section Identify Sitecore Campaign Property.
  6. Save the item.

Tip

For more information on the value accessor used with CRM entity attributes, see Attribute Value.

Define Value Mapping

A value mapping associates the value accessor used to read a value with the value accessor used to write a value.

In this case, the value mapping associates the value accessor used read the attribute value from a CRM campaign with the value accessor used to write the property value to Sitecore campaign.

  1. In Content Editor, Navigate to your tenant.
  2. Navigate to Value Mapping Sets > CRM Campaign to Sitecore Campaign.
  3. Insert a new item using the template Value Mapping.
  4. In the field Value accessor for source object, select the Value Accessor for CRM Campaign.
  5. In the field Value accessor for target object, select the Value Accessor for Sitecore Campaign.
  6. Save the item.

This setting will take affect the next time the synchronization process runs.