Connect for Microsoft Dynamics CRM

Prerequisites

An Optimizely Content Management System (CMS) installation with Optimizely Forms and the required Marketing Automation connector components. See Optimizely Connect for Marketing Automation.

Install

The Connect for Microsoft Dynamics CRM MA connector is installed through the NuGet package EPiServer.MarketingAutomationIntegration.MSDynamics. See Add-ons platform compatibility for supported Optimizely versions.

Configure

You must configure your Optimizely website to use Microsoft Dynamics CRM. You need a username, password, domain, organization, and CRM address associated with your Microsoft Dynamics CRM account. You also must connect form fields with Microsoft Dynamics CRM so that data from the specified fields can be sent to Microsoft Dynamics CRM.

These configurations are described in Microsoft Dynamics CRM connector in the Optimizely User Guide.

Encrypt credentials

Credentials are encrypted and saved based on one of the following options:

• MAICryptoKey – AES encryption with a SHA256-computer hash based on the value of the key.
  This key should be specified at the root level of the appsettings.json file with any string as its value.
• machineKey of the server.
  The machineKey encryption is used ONLY if MAICryptoKey is not specified. If you neglect to specify an MAICryptoKey in appsettings.json, the credentials are removed when the DXP instance is restarted
  because the machineKey is different and will fail to decrypt the credentials, so you must save credentials again through the configuration screen.

If the credentials are already encrypted using machineKey in an existing site, and the MAICryptoKey setting is added, then the credentials are deleted and must be re-entered.

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Note

The MAICryptoKey must be specified with the same value in ALL the DXP instances that are connected to the same database. If it is missing or the value is different in any of the instances, the credentials will be deleted and must be re-entered.