Setup
Some fields like the default createdby
are entity reference fields, these can also be custom fields which link to a
single other record in Dynamics.
For these fields the adapter returns 3 values:
fieldName
- This returns the serialized answer from Dynamics. This is a json string with the id, the entity reference type (aka logical name) and some other infos depending on the reference.fieldName__entityId
- The id of the linked recordfieldName__entityName
- The type of the linked record (e.g. account, user, …)
To create/update the value of the field the fieldName__entityId
value is required. If the field allows multiple types
to be referenced also the fieldName__entityName
is needed. For create/update the value of fieldName
is ignored.
At least two plans should be set up if marketing list should be managed.
- A plan to create/update the contacts
Options:
This plan supports the use of mass updates to manage a lot of entities at once.Module: contact
- A plan to create/update the marketing lists and to assigning the members to the list
Options:
The Module for this plan needs to be the type of the members in the list. Each list only supports one type of members, eitherModule: contact List Adapter: true
contact
,lead
orcompany
. Other types for list members are not supported by Dynamics.
There is a fieldemailAddressListMembers
which should have all emails of the contacts separated by a comma.
Other fields of this plan will be set to the list itself (e.g. name)
This plan is optimized for few lists with a lot of members.
CAUTION
If members are not created before there will be only a log message that the member couldn’t be added to marketing list.
To find the entity emailaddress1
is used from Dynamics (first plan)