Can 'More addresses be synced to other CRM tenants' ?

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Posted on by pandeysuyash

Hell,

I have a question though. I wanted to create multiple addresses for my client. Apparently, there is a need to synchronize 'more addresses' to other CRM tenants(on-premise). There is already a plugins that synchronizes accounts and contacts to all CRM Tenants. Is it possible to also synchronize the addresses using the same plug-in or do we need to create a new plug-in ?

Thanks in advance.
Kind Regards,
Suyash

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prt33k 6,907 on at

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When you say " There is already a plugins that synchronizes accounts and contacts" you mean you have created a plugin to synchronize the data? Because OOB there is noting to sync the data.

IF yes the you need to write new plugin to synchronize the address too. You can do that in same plugin as well - but ensure that contact/account get sync first and only then start address since creating address will require guid of accountr/contact.

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pandeysuyash 59 on at

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Hi Prateek. Thanks for the answer. Yes. There is a custom plug-in that my client has in place to sync accounts and contacts to other tenants. Apparently, the developers at my client said (worflows for instance can also not be triggered on this address entity). I am curious. Is it difficult to implement update or create a new plug-in ? Perhaps, is there an article where I can learn about synchronization ?

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prt33k 6,907 on at

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Hi Suyash,

Creating a plugin or updating is pretty straight forward.

You can write a new plugin on create of address and sync that to the other system.

Synchronization is not a OOB feature of CRM and people write custom logic for that.

However the downside of putting sync logic in plugin is that it will hit performance. Usually plugin is the place for writing business logic. It will be better design to move your syncing logic to outside CRM sytem - an SSIS job or Scribe - and use CRM tracking token feature to achieve the sync.

Thanks,

Prateek

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Aric Levin - MVP 30,190 Moderator on at

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You can sync the more addresses entity.

The more addresses entity is called customeraddress, and you can do it either using an SSIS job, or if you dev team has already done plugins for other record types, they can also do it for the customer address.

The below article contains the messages for the Customer Address entity.

msdn.microsoft.com/.../gg309587.aspx

The account and contact plugin will probably synchronize the First and Second Address in Contact and Account which are stored as Address 1 and Address 2, but are also saved in the Customer Address Entity.

When synching addresses you have to make sure you are not synching the primary addresses multiple times and creating duplicates.

Hope this helps.

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pandeysuyash 59 on at

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Thanks Prateek for the details. Appreciate it.

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pandeysuyash 59 on at

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Thanks Aric.

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