Sitecore for Microsoft Dynamics 365

The S4D integration can create or update Microsoft Dynamics 365 entities from Sitecore Web Forms in real-time. S4D lets marketers map existing Sitecore forms so they push form field data directly to Microsoft Dynamics 365 leads, contacts, accounts, opportunities, and more.

About S4D

Because S4D communicates with Dynamics 365 in real-time the quality of data is much higher because a "single source of truth" is possible. This reduces duplicates, eliminates sync jobs, reports transaction issues immediately, and allows remote data to be pretested before being overwritten. The alternative to transacting in real-time is blind syncing which creates duplicates in both systems and produces unreliable data because the exchange of data is delayed.

S4D has a number of out-of-the-box features. These can be extended or new features created using the S4D APIs.

Create or update Dynamics 365 leads and contacts from Sitecore forms
Map Sitecore form fields to Dynamics 365 standard or custom fields
Map different Sitecore forms to different Dynamics 365 instances
Auto-add new leads and contacts to Dynamics 365 campaigns so web form submitters can easily be grouped in Dynamics 365
Coming soon ... Save Sitecore web behavior to Dynamics 365 for additional sales intelligence

Sitecore to Microsoft Dynamics 365 Mapping Wizard

Technical features include:

Sitecore forms can save to any entity that the Dynamics API user permissions allow
A form can have multiple Submit (Save) Actions. Each Submit Action could map to a different Dynamics instance
Form-related attributes and mappings are configured in the Submit Action properties (see image above)
Submit Action config allows multiple entries for the same form field e.g. you could put the same value in several different Dynamics entity fields
The id of saved entities is returned so the Submit Actions can be chained e.g. a second Submit Action can reference the first
Can configure which key fields are used to determine if an entity should be created or an existing entity updated
When updating, an option to not overwrite the mapped Dynamics 365 field value unless the Dynamics field is empty
Refresh the Dynamics schema in Sitecore to optimize performance and ensure CRM customizations are up-to-date (manual or scheduled updates possible)
Dynamics 365 entities can be created, read, updated, and deleted from Sitecore (including data in custom entities and fields)
Real-time interaction allows all Dynamics 365 entities to be immediately available to Sitecore and xDB
S4D installs in Sitecore and optionally, pending the required features, as a deployable package in Dynamics 365
Supports all Sitecore forms after Sitecore 9.2

Sitecore to Microsoft Dynamics integration

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