Microsoft Dynamics CRM

The following channel-specific fields are shown for Microsoft Dynamics CRM channels:

•      Server URL: a mandatory field, which can be a maximum of 200 characters in length, this represents the address of the Microsoft Dynamics CRM server.

•      Authentication: this dropdown field exposes values Online (the default), Integrated and Active Directory.

o  If Online is selected, you must provide a Username and Password.

o  If Active Directory is selected, you must provide a Domain, Username and Password.

o  If Integrated is selected, the aforementioned values need not be provided.

•      Domain: displayed and mandatory when Authentication is set to Active Directory.  Domain can be a maximum of 50 characters in length.

•      Username: displayed and mandatory when Authentication is set to Online or Active Directory.  Username can be a maximum of 50 characters in length.

•      Password: displayed and mandatory when Authentication is set to Online or Active Directory.  Password can be a maximum of 50 characters in length.

•      Use campaign with status: this property allows you to specify the status of campaigns that will be loaded in the Microsoft Dynamics CRM Offer Designer.

The button accompanying the property initially reads ‘Choose campaign status’.  On invocation, the Campaign Statuses dialog is displayed.

You can select one or more campaign statuses in the dialog and click OK to confirm your choice.  You can also click Cancel to remove the dialog without choosing a campaign status.

If you select a single status, the status name is shown at the property.  If you select more than one status, ‘[Status name] + [n]’ is shown.

Having selected one or more campaign statuses, you can clear the property.

•      Allow update: by checking this checkbox, you can define that the channel will support the automatic synchronization of data updates from Microsoft Dynamics CRM.

When an offer activity is executed using a Microsoft Dynamics CRM channel, one or more leads or contacts may be created at Microsoft Dynamics CRM.  If this checkbox is checked, on execution of the channel’s data synchronization system task, if a lead’s or contact’s details, which are mapped to Field parameters at the channel, are updated, the new data values are written back to the data warehouse fields represented by the field parameters’ mapped attributes.

By default the checkbox is unchecked.

•      Data to synchronize: this dropdown allows you to define the type of data the Microsoft Dynamics CRM channel will be used to manage.  It exposes values Leads (the default) and Contacts.

On changing the value, if the channel has an existing set of Field parameters defined, an ‘Are You Sure?’ dialog advises that ‘Changing the data to synchronize option causes the existing data field mappings to reset’, and checks that you wish to proceed.  If you do, the existing Field parameter settings will be lost.

•      Table name: this mandatory field, with a maximum length of 50 characters, allows you to define the name of the table into which Microsoft Dynamics CRM data will be imported.

•      Field parameters: this grid facilitates the mapping of Microsoft Dynamics CRM fields to RPI attributes. 

Clicking the Load data fields toolbar button loads the available list of field parameters from Microsoft Dynamics CRM.  If Field parameters have already been defined, an ‘Are You Sure?’ dialog advises ‘Reloading data fields from Microsoft Dynamics CRM will cause your existing data field mapping to be reset’ and asks you whether you wish to continue.

If you elect to proceed, RPI retrieves from Microsoft Dynamics CRM a list of updatable, non-system based, non-referenced data fields.  An advisory message is shown if the list of fields was not able to be populated.

For each field parameter, the following are displayed:

o  Name: read only; the name of the Microsoft Dynamics CRM data field to which an RPI attribute is to be mapped.

o  Attribute: you can browse for an RPI attribute, or you can populate this property using drag and drop.  Once an attribute has been selected, you can invoke View Information and Clear.  You can only map a given attribute once, and you can only map database column attributes with appropriately-matching data types.  You cannot map an attribute from an auxiliary database.

In addition, the ‘mandatory’ or ‘optional’ behavior of field parameters is also sourced from Microsoft Dynamics CRM.

o  Data Type: read only.

o  Required: a tick or cross is displayed, as appropriate.

o  Description: as sourced from Microsoft Dynamics CRM.

The following property is exposed at the Advanced tab:

•      Enable trace: if checked, API requests and responses will be logged at offer execution using the channel.

Note the following message, displayed when the property is checked: