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Configuration of Contacts

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To define the configuration settings for Contacts coming from MS Dynamics CRM, go to the Dynamics Contacts section:

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Importing/updating Contacts

First, activate the Enable import option otherwise no contacts import/update will be performed.

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Import/Update

For the Contact entity, we suggest creating a separate database.

The import/updating of contacts can be automatic and/or manual.

Automatic import is a periodic operation that is performed every few hours (e.g. 24), and requires that you specify the time and date of the first execution.

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The manual import operation is on demand and can be performed through the menu path
Management > Dynamics CRM > Synchronization status

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To import Contacts on this page, just click the button Import now in the Dynamics contacts section.

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Note recipients can also be synchronized during the import of an MS Dynamics CRM campaign activity.

Contacts configuration options

You need to set the following options:

    • The sending of a welcome message to new imported Contacts:

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The welcome message is sent only to contacts that have been imported into the platform with the statusSubscribed.

  • No update of contacts that are already in the database
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    When this option is active, the platform only "considers" contacts that are not currently in the database during the import phase (therefore, existing contacts are ignored).
  • Reimport unsubscribed contacts with any subscription cause
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    If you do not enable this option, only contacts that are unsubscribed with the unsubscription cause specified in the global configuration will be reimported.
  • Reactivate suspended contacts with any subscription cause
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     If you do not activate this option, only suspended contacts with the suspension cause specified in the global configuration will be reactivated.
  • Unsubscribe all contacts that have not activated the permission to be sent bulk emails on MS Dynamics CRM. 
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  • Unsubscribe all contacts that have not activated the permission to be sent promotional messages on MS Dynamics CRM 
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  • Unsubscribe all Contacts that were deleted on MS Dynamics CRM 
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Import filter

First, activate the Import filter option to display the filter creation section.

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You can add conditions by clicking the Add condition button, and view all the fields available in MS Dynamics CRM, together with the logical operators: 

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You can also choose whether to apply the filter always, only for automatic synchronization of contacts or only for importing the target contacts of a campaign.

With the Count button, you can obtain a count of how many MS Dynamics CRM contacts will be included in the set filter.
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This filter only imports contacts that have an enhanced e-mail and a mobile number.

Note
if you change the import filter after the entities have been imported, contacts already in the platform will not be removed/excluded.

Mapping of MS Dynamics CRM statuses of Contacts to platform statuses

MS Dynamics CRM manages the following statuses for contacts:

  • Active
  • Inactive

The platform instead manages the following statuses for contacts:

  • Subscribed - messages are sent only to contacts that have this status associated with them
  • Waiting
  • Suspended
  • Unsubscribed
Note
to configure the Dynamics CRM Connector, we recommend you only use the statuses Subscribed and Unsubscribed.

To enable the mapping of Dynamics status fields with platform fields add a new mapping:

In the Mapping field dialogue box select:
Status Reason (Status) in the Dynamics field and
Stato iscrizione (List of values: Single selection) in the Correspond to platform field 

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then select the Modify mapping values button:

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Mapping of MS Dynamics CRM fields to Platform fields

Various types of fields are managed on MS Dynamics CRM and allow the collection of personal and profiling information about Leads. Similarly, the platform allows you to manage and configure a list of fields of different types.

The different types of fields on MS Dynamics CRM are:

  • String
  • Boolean
  • Integer
  • BigInt
  • Decimal
  • Double
  • Money
  • DateTime
  • Date
  • Picklist

The different field types on the platform are:

  • Text (string)
  • Yes/No (boolean)
  • Number (integer or decimal)
  • Date(date or date and time)
  • List of values (enum)
  • Simple relationship (1:1)
  • Many-to-many relationship (1:N)

 

The following configuration is provided by default:

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With the Add Mapping button, you can map other fields between MS Dynamics CRM and the platform.

For each type of MS Dynamics CRM field (e.g. String), the system only shows fields whose data type is convertible into a valid platform type (e.g. text).

You can map a Dynamics Boolean field into a List of values platform field.
In this case you will have to edit value associations between fields.

Besides you will have to choose what action to take in case of an error in the import of the data.
In the Errors management menu you will have to select one of the following options:

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  • Discard contact:
    during the import process, if the platform meets a problem while mapping the values of this field, the contact will be discarded by the import process;
  • Do not update the field:
    during the import process, if the platform meets a problem while mapping the values of this field, the contact will be imported without updating it;
  • Replace the error with an empty value:
    during the import process, if the platform meets a problem while mapping the values of this field, the contact will be imported anyway but the value of this field will be overwritten by an empty value.

For conversions from Picklist (MS Dynamics CRM) or Boolean fields to List of values (platform) fields, you must define a transcoding table. Each MS Dynamics CRM field value can be associated with a platform field value.
The default value is used for values that are not mapped.

For convenience, find below a summary table showing the mappings of MS Dynamics CRM to platform fields for import activities:

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Post Execution operations

In the Post Execution section, you can decide to activate some operations that will be perfomed after the sync is done.

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You can trigger a custom app at the end of the sync using the option "Run a function of another app after the sync is complete".

You need to specify the appid of another app to call and a function name. The custom app must implement an ExternalApplicationCallHandler (see Scripting api documentation for details).

Exporting contacts

In the export section, you need to activate the option Enable Export to enable the export process.

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This feature allows you to export fields (e.g. statistical data) from the platform to MS Dynamics CRM.
Exporting can be automatic:

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and/or manual through the menu path
Management > Microsoft Dynamics > Synchronization Status

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Field mapping is done in the same way as for the import activity. For convenience, find below a summary table showing the mappings of MS Dynamics CRM to platform field for the export activity: 

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