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Connect for Microsoft Dynamics CRM

The Microsoft Dynamics CRM add-on is part of Optimizely Connect for Marketing Automation, which connects Microsoft Dynamics CRM with Optimizely Forms, letting marketers collect visitor data, and pass that on to be used with Microsoft Dynamics CRM.

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Prerequisites

Install

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

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Note

You must be running .NET framework 4.5.2. The add-on is verified on Microsoft Dynamics CRM 2013.

Configure

You need to 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. Connect form fields with Microsoft Dynamics CRM to send data from the specified fields 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)
  • machineKey of the server in web.config.

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Note

For DXP instances, use MAICryptoKey.

If you choose to use machineKey configuration, you should specify a machineKey in the web.config of your site so that the same machine key is used on the new server when you deploy it to a different server.

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Note

If you neglect to specify a machineKey in the web.config, the credentials are removed when the site on the new server is accessed for the first time, in which case you need to save credentials again through the configuration screen.

If the credentials are already encrypted using machineKey in an existing site, and you add the MAICryptoKey setting, then the credentials are deleted, and you must re-enter them.

Similarly, if the encryption uses MAICryptoKey first and then you decide to use machineKey encryption (by deleting the MAICryptoKey setting), then the credentials are deleted and must be re-entered.

Updated 7 months ago