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Install Sitecore Connect for Microsoft Dynamics for Sales 365 on-prem

Abstract

How to install the Sitecore Connect for Microsoft Dynamics 365 for Sales connector on a Sitecore on-prem installation

This topic describes how to install the Sitecore Connect for Microsoft Dynamics for Sales 365 (DCRM) connector on-prem.

Before you install DCRM, you must have the following:

  • Sitecore Experience Platform 10.2.

  • Sitecore Data Exchange Framework (DEF) 7.0.

  • Access to a Microsoft Dynamics instance. Both Microsoft Dynamics 365 and on-prem versions of Microsoft Dynamics are supported. You must also have a Microsoft Dynamics user account that, at a minimum, has rights to read data from Microsoft Dynamics. If you want Sitecore Connect to write data to Microsoft Dynamics, the account must also have rights to write data to Microsoft Dynamics.

    Note

    Sitecore Connect uses the Microsoft XRM tooling to connect to Microsoft Dynamics. A connection stringconnection string that is compatible with this tooling is required. Your Microsoft Dynamics administrator can provide the proper connection string. 

  • Network connectivity between your Sitecore server(s) and your Microsoft Dynamics instance. This can require firewall configuration, based on your network setup.

To install Sitecore Connect for Microsoft Dynamics 365 for Sales:

  1. Download the following package from the Sitecore download page:

    • Sitecore Connect for Microsoft Dynamics 365 for Sales 7.0

  2. Use the Sitecore installation wizard to install the package.

The content delivery (CD) server does not have an interface to install Sitecore packages, so you must install the necessary files manually. To do so:

  1. Download the Sitecore Connect for Microsoft Dynamics 365 for Sales 7.0 package.

  2. In the package file, open the package.zip file. The files in the package.zip file are in the following structure:

    Installation package folder structure
  3. Extract the files in the files folder into the website root folder of your CD server.

    Note

    When you extract the files you must preserve the folder structure from the files folder. For example, the files folder in the zip contains a subfolder named bin, and the files in this folder must go in the <website>\bin folder on your CD server.

  4. Restart the CD server.