In order to facilitate the synchronization of entity records and other data between a Dynamics Marketing and Dynamics CRM (Online or On-Premise 2011/2013/2015) instance, Microsoft has provided a connector solution that customers can leverage to share this data. This blog article series is meant to serve as a one-stop guide to covering the connector's features and scope, how it can be configured from start to finish, and how to address some of the more common problems that can occur during its setup and utilization. Before we move on to the nuts and bolts of the connector and its configuration, I want to first break down the scope of the entities that are enabled for synchronization by default and the directions in which they flow between the two applications:MDM Marketing Companies <---> CRM Accounts (both ways)MDM Marketing Contacts <---> CRM Contacts (both ways)MDM Marketing Lists <---> CRM Marketing Lists (both ways) *MDM "Sales Ready" Leads ---> CRM Leads (one way)CRM Opportunities ---> MDM Opportunities (one way)MDM Campaigns <---> CRM Campaigns (both ways) ***MDM Email Marketing Messages ---> CRM Campaigns (one way)MDM Online Visitors ---> CRM Web Behavioral Data (one way) **MDM Notes <---> CRM Notes (both ways)MDM Tasks <---> CRM Task Activities (both ways) **** To synchronize lists from CRM, the "Sync Enabled" field must be published to the Marketing List form and set to "Yes". Both static and dynamic marketing lists in CRM will synchronize as static lists in MDM, and static lists in MDM will synchronize as static lists in CRM. Dynamic lists in MDM (queries) cannot be synchronized to CRM. ** The web behavioral data entity is created as part of the CRM solution that is imported for the connector. Online visitor data is integrated to CRM as a Web Behavioral Data record and related to CRM contacts that integrate from MDM. *** Prior to the MDM 2015 release (version 17.0), campaigns and tasks synchronized one way, from MDM to CRM only. I also want to point out that these are the only entities supported for synchronization with the connector and no other entities outside of this scope can be added to the synchronization process in the current version. However, you do have the ability to disable the synchronization of any of these entities if you choose to, which I will cover in greater detail later in this blog series. Additionally, it’s worth mentioning that setting up the connector is a requirement in order to install the Microsoft Dynamics Marketing Seller Portal solution for Microsoft Dynamics CRM. Prior to beginning the configuration process, please also note that there are some prerequisites that you will need to have in place for the setup to be successful and for the connector to operate properly. These prerequisites are dependent upon which type of Dynamics CRM environment you are connecting with, so I have listed both sets below.For CRM Online configurations:
For CRM On-Premises configurations:
Once you've confirmed that the entity synchronization scope meets your requirements and all of the above requirements are in place, you are ready to begin. If you are setting up the connector with a CRM Online environment, then please proceed on to part two of the blog series. If you are setting up the connector with a CRM On-Premise environment, then please proceed on to part three of the blog series. For additional information on configuring the connector or its mappings, please refer to our TechNet article - "Connect Microsoft Dynamics CRM 2013 and 2015 with Microsoft Dynamics Marketing".