Supporting Additional CRM Entities

Dynamics CRM Connect is built on a highly adaptable and extensible framework. It is possible to support virtually any entity from Dynamics CRM.

In many cases this can be accomplished without any custom development. This documentation referrs to this type of support as “simple synchronization”. Other cases require custom development. This is referred to as “complex synchronization”.

Topics

• Simple Synchronization
  • 1. Confirm CRM Privileges
  • 2. Add Templates for CRM Entity Data
  • 3. Add Entity Repository
  • 4. Add Value Accessor Set for CRM Entity
  • 5. Add Value Accessor Set for Sitecore Item
  • 6. Add Value Mapping Set
  • 7. Add Pipelines to Handle CRM Entity
  • 8. Add Pipelines to Read CRM Entities
  • 9. Add Pipeline Batch
  • 10. Run Pipeline Batch
• Complex Synchronization
  • 1. Extend Dynamics CRM Contact Facet
  • 2. Extend Indexable Contact
  • 3. Extend Contact Aggregator
  • 4. Register Contact Facet & Aggregator
  • 5. Implement Entity Repository for Account Membership
  • 6. Add Template for Entity Repository
  • 7. Implement Converter for Entity Repository Template
  • 8. Assign Converter to Entity Repository Template
  • 9. Add Template for Read Members Pipeline Step
  • 10. Implement Converter for Read Members Pipeline Step
  • 11. Implement Processor for Read Members Pipeline Step
  • 12. Assign Converter & Processor to Pipeline Step Template
  • 13. Add Entity Repository to Entity Repository Set
  • 14. Add Value Accessor Set for CRM Account
  • 15. Add Value Accessor Set for Sitecore Contact
  • 16. Add Value Mapping Set for Account Membership
  • 17. Add Pipelines to Handle Single CRM Account
  • 18. Add Pipelines to Handle CRM Accounts
  • 19. Update Pipeline that Reads CRM Accounts
  • 20. Update Pipeline Batch
  • 21. Run Pipeline Batch
  • 22. Add to Full CRM Contacts to xDB Sync Pipeline Batch
• Using Custom Entity Data
  • Personalization
  • Segmentation