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Customer experience | Sales, Customer Insights,...
Suggested Answer

Sync of entities didnt work

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Posted on by 15

Hi,

what can we do if syncing some entities into the marketing app did not work completely?

In the Marketing App settings it says "(syncing") - please see screenshot.

pastedimage1625663642508v1.png

Can we start the process again?

What would happen, if we deinstall the marketing app exactly?

Thanks in advance

Oliver

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi Oliver,

    The duration of synchronization depends on how much data needs to be synced (and other factors), you may need to wait for several minutes (up to half an hour).

    If it is shown as syncing, you can check the following points. As long as one of them is met, the entity is synced and ready for use.

    For example, the Contract entity has been synced.

     pastedimage1625726441109v1.png

    1. The relevant entity is shown in the assist-edit dialog for marketing email messages.

     pastedimage1625726449400v2.png

    1. The relevant entity is shown in the Profiles list in the segment designer. (Note that you must either create a new query group or remove all clauses from the existing query group to see the Profiles drop-down list here—otherwise the contact entity is already selected by default.)

     pastedimage1625726460386v3.png

    1. The relevant entity is shown in the Entity list when you are editing a condition for a lead scoring rule. It needs a 1:N relationship with the lead entity.

     

    The above information can be found in: Dataset configuration (Dynamics 365 Marketing) | Microsoft Docs

     

    So you don’t need to start the process again or uninstall the Marketing app.

    In addition, you can find the results of uninstallation from:

    Uninstall Dynamics 365 Marketing (Dynamics 365 Marketing) | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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