Configuration of Accounts

To define the configuration settings for Accounts coming from the MS Dynamics CRM, go to the Dynamics Accounts section.

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

Account import/update

For the Account entity, we suggest creating a dedicated platform database:

The import/update of Accounts 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 date and time of the first execution:

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

To import Accounts in this page, just click on the Import now button:

Configuration options of Account

You can set the following options:

• The sending of a welcome message to new imported Accounts
  
   The welcome message is sent only to contacts that have been imported into the platform with the status subscribed.
• Do not update of Accounts that are already in the database
  
   When this option is active, the platform "considers" only contacts that are not currently in the database during the import (therefore, existing contacts are ignored).
• Reimport unsubscribed contacts with any subscription cause
  
  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
  
  If you do not activate this option, only suspended contacts with the suspension cause specified in the global configuration will be reactivated.
• Unsubscribe all the Accounts that have not enabled the permission to be sent bulk emails on MS Dynamics CRM 
  
• Unsubscribe all the Accounts that have not enabled the permission to be sent promotional messages on MS Dynamics CRM 
  
• Unsubscribe all the Accounts that were deleted on MS Dynamics CRM 
  

Import filter

You can add further import conditions by creating an import filter.
First, activate the Enable import filter option.

 In the new Import conditions table click the Add Condition button, and view all the fields available in MS Dynamics CRM, together with the logical operators:

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 grouped in the filter.

Mapping of MS Dynamics CRM account statuses 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

To enable the mapping of Dynamics status fields to 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 Corresponds to platform field then select the Modify mapping values button

Example of status mapping between MS Dynamics CRM and platform:

Mapping of MS Dynamics CRM fields in the platform fields

Different types of fields are managed on MS Dynamics CRM and allow collecting personal and profiling information about Accounts. Similarly, the platform also allows you to manage and configure a list of different field types.
The different types of fields on MS Dynamics CRM are:

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

The platform types 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 by Dynamics CRM Connector:

With the  button, you can map other fields between MS Dynamics CRM and the platform:

For each MS Dynamics CRM field type (e.g. String), the system only shows those fields whose data type is convertible into a platform valid data type (e.g. text).
For conversions from Picklist (MS Dynamics CRM 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 value. The default value is used for values that are not associated.

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:

• 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.

Example of MS Dynamics CRM and platform field mapping:

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

Enable return of import errors into the CRM

Import error feedback allows you to map all Contacts / Leads / Accounts that cannot be imported into the platform to Dynamics fields.
Select the Dynamics fields to save the corresponding values to.

Information that can be saved is:

• Failed import
  it's a boolean type value
• Last import date
  it's a date type value
• Import error detail
  it's a text type value.
  This field is valued only if the contact import fails.

Post Execution operations

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

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 Accounts

In the Export tab you can activate the Enable Export option.
This feature allows you to export fields (e.g. statistical data) from the platform to the MS Dynamics CRM.
First, enable the Enable export option otherwise no export operation, automatic or manual, will be performed.

The export can be automatic

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

Field mapping is accomplished 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 fields for the export activity.