Dynamics CRM Provider

Dynamics CRM Provider for Data Exchange Framework

Added support for bulk CRM entity update

A queue processor is available for updating multiple CRM entities in a single call. For details see CRM Contacts.

Updated branch template for creating new tenants

The following changes were made to Dynamics CRM Tenant:

  • Bulk CRM entity update feature is used when synchronizing xDB contacts with CRM.
  • Bulk Sitecore campaign update feature is used when synchronizing CRM campaigns with Sitecore.
  • Mappings applied actions are used to ensure data is updated only when changes are made.

Note

Tenants that were created using a previous version of the provider are not updated automatically during the update process.

If you wish to take advantage of these new features, you must either manually change your tenant’s configuration, or create a new tenant.

Bugs fixes

  • Command templates are misconfigured (128513).
  • Marketing list membership is not properly synchronized when contacts are removed from CRM marketing lists (135369).

CRM Connect

Moved from Dynamics CRM Provider for CRM Connect

  • Condition for segment builder that test marketing list membership.
  • Condition for personalization that test marketing list membership.
  • Sitecore definition item that represents an external marketing list.

API changes

  • Added async support on IRepository.

Bugs fixes

  • Marketing list conditions break the Sitecore Rules Editor when the tenant name includes a dash (122555).

Dynamics CRM Provider for CRM Connect

New features

  • Configuration file for Azure search provider.
  • Support for Microsoft Dynamics 365.

Moved to CRM Connect

  • Condition for segment builder that test marketing list membership.
  • Condition for personalization that test marketing list membership.
  • Sitecore definition item that represents an external marketing list.

API changes

  • Renamed the interface and implementation for the custom facet used to store basic data from Dynamics CRM in xDB.
  • Implemented async support on XrmClientEntityRepository.
  • Added SupportedIdsAttribute to simplify the process of implementing converters.