Dynamics CRM Connect

Product Manager: Adam Conn

The Dynamics CRM Connect module expands the reach of xDB with a bi-
directional data exchange of contact data from Dynamics CRM to xDB. Out-
of-the-box, customers are able to take advantage of information stored in
Dynamics CRM to enhance xDB profiles allowing for faster personalization,
segmentation and campaigns.
“Sitecore connector proved to be a valuable and very
helpful tool on our project even in its Beta state. Package
contains several default possibilities to synchronize CRM
entities to and from Sitecore. Instructions on how to use
these are well described in the package installation
instructions”
Vladimír Kružliak
.NET Website developer at
Accenture Technology Solutions
Product Background
• Challenges

• Solutions

• Limitations

• Roadmap
 Product/Feature Background - Challenges

Prior versions of the tool only worked with DMS, not xDB
• Dynamics CRM “contacts” were exposed as Sitecore “users”
• Dynamics CRM “marketing lists” were exposed as Sitecore “roles”

Customers had to spend time and resources to bridge the gap between systems
• Custom code was created to map every “Source Object” and “Target Object”
to its appropriate place in the xDB architecture

No single-source of truth between Dynamics CRM or xDB

• Contact information could contain different information about the same person
and there was no way to automatically sync the two without developer assistance
• Dynamics users were more comfortable working in Dynamics CRM

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 4
 Old Version Capabilities

Dynamics CRM Security Provider Dynamics CRM Campaign Integration

• Exposes Dynamics CRM contacts as • Enables marketers to capture pertinent

Sitecore Users details of a customer via WFFM

• Exposes CRM marketing lists as • Typically used as the ‘price of entry’

Sitecore roles
• Forms are typically used for:
• Exposes CRM contact attributes on the • Registration
Sitecore user profile • Login
• Generating Leads
• Surveys

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 5
 Product/Feature Background - Solutions

Personalize Content and Segments with Pre-Existing Dynamics Marketing Lists

• Pull pre-configured marketing lists from CRM and apply Sitecore Experiences to lists
• Info pulled includes: Contacts, Campaign name, Campaign Start & End Dates
xDB Can Pull Contact Data from Dynamics CRM
• Name (first & last), job title, consent to be marketed to, email, telephone number and address
• xDB is only able to push Name (first & last) and email to Dynamics CRM
• (Interactions, goals and outcomes planned for 8.3)

Contact Parity
• OOTB, Dynamics CRM and xDB can trade the following missing contact information
between systems to ensure the same contact information between the two platforms:
• Name (first & last)
• Email
Ready to use OOTB
• No custom development needed - Sitecore Admin only required to install and check configuration
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 6
 Product/Feature Background – Limitations
Requires Sitecore 8.1+
• Customers can still use old versions with DMS
• Both old and new version of tool can be used together
Integration of Web-Forms-For-Marketers (Save Actions for WFFM) not in 8.2 release
• Expected with 8.2.1, customers can continue to use prior version with DMS
Synchronization is Not Automatic
• Must be programed for timed increments via Sitecore scheduled tasks or
• Programmatically via an API
• Time needed for data re-indexing before use (total time dependent on data size)
Deletion of contact not allowed OOTB
• While the tool can sync existing contact data between systems, it cannot delete contacts
• EXAMPLE: Contact deleted in Dynamics CRM, will remain in xDB (and vice versa)
Not Fully Bi-Directional
• Sitcore xDB only push’s first name, last name, and email back to Dynamics CRM
*The product documentation will cover these limitations.*
© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 7
 Product/Feature Background – Limitations

Connections into xDB Cloud are not the same as xDB On-Prem
• Cannot migrate custom contact facets of Dynamics CRM
• This is possible with On-Prem but will require custom development

• Cannot personalize or segment based on CRM marketing list membership

• New Dynamics CRM marketing list rule is not in xDB Cloud

• Expected to have feature parity between xDB Cloud and On-Prem with the release of 8.2.1

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 8
Roadmap & The Future Vision
Disclaimer: Roadmap items are subject to change, please discuss
with Product Management or Product Marketing before delivering
or discussing with customers.
 Roadmap & 8.3

Dynamics CRM Connect Dynamics CRM Connect Dynamic CRM Connect

v1.1 8.2.1 H2 2016 v2.0 8.3 H1 2017 v2.1 8.3.1 H2 2017

• Performance • Additional • SPEAK-based

enhancements performance synchronization
• Additional enhancements process modeling
segmentation • Additional
options segmentation
• Engagement options
automation • Additional
conditions engagement
• Web Forms for automation
Marketers save conditions
actions • Synchronization
• Sitecore xDB cloud controlled from
compatibility outside of Sitecore
server

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 10
Screenshots & Click-throughs
 Marketer scenarios

1. I can personalize my site for my contacts using

data from CRM
2. I can create segments that combine data from
CRM and xDB
3. I can track visitor activity & personalize using
campaigns from CRM

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 1:: Personalization

Add a new personalization condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 13
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 14
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

Select a tenant.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 15
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 16
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 17
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 18
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

The personalization condition is configured.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 19
 Scenario 1:: Personalization

Add a new personalization condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

The personalization condition is configured.

The personalization rule is configured.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 20
 Scenario 2:: Segmentation

Add a new segmented list.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 26
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 27
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 28
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

Segment condition is configured.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 29
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

Segment condition is configured.

Segment list is configured.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 30
 Scenario 2:: Segmentation

Add a new segmented list.

Add a new condition.

Edit the condition.

Select the marketing list condition.

Select a tenant.

Available tenants are displayed.

Select a marketing list.

Available marketing lists are displayed.

Segment condition is configured.

Segment list is configured.

Segment list is populated.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners. 31
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

Add a new personalization condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

Add a new personalization condition.

Select the campaign condition.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

Add a new personalization condition.

Select the campaign condition.

Select a campaign.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

Add a new personalization condition.

Select the campaign condition.

Select a campaign.

Available campaigns are displayed.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

Add a new personalization condition.

Select the campaign condition.

Select a campaign.

Available campaigns are displayed.

The personalization condition is configured.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
 Scenario 3:: Campaign integration

Add campaign link to url (or assign to Sitecore item).

Add a new personalization condition.

Select the campaign condition.

Select a campaign.

Available campaigns are displayed.

The personalization condition is configured.

The personalization rule is configured.

© 2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore® and Own the Experience® are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.
Questions?