Conﬁguring Microsoft Dynamics CRMi package
The following topic explains the steps that are required to plan your Microsoft Dynamics CRMi package installation.
Review and complete the following to plan your installation.
Note: Coordinate an MS Dynamics CRM backup with your MS Dynamics CRM Administrator before you import the solution or activate your Scribe mapping. The backup is not required for the MSCRM integration and is merely a suggested best practice before you integrate two database applications.
- Download and review the MSCRMi_Checklist_ByApps_2020.docx. This document is helpful for tracking how the integration is set up for future reference and change management. The following sections contain the articles mentioned in the checklist.
- If integration testing is needed, open a case to request Provisioning for a Sandbox Acoustic Campaign organization and include enablement for MS Dynamics CRM. Make sure a sandbox CRM organization is available for testing. The integration uses the unique identiﬁers from CRM and Acoustic Campaign to accurately match records in both environments, because of this process it is not recommended to mix sandbox and production data. After downloading the checklist document, you can rename it, and save copies for the Sandbox and Production setup.
- After the Acoustic Campaign provisioning team enables Microsoft Dynamics CRM Integration for your Acoustic Campaign production/sandbox organization(s) and invites you to the Tibco Scribe Online Organization that was provisioned, you can use the checklist document to begin the configuration setup.
- If CRM integration support is needed for the configuration, open a case with Support specifying the Campaign organization name, suggest some dates and times for conducting a 1 to 2-hour meeting to review your configuration needs.
Partial installation configuration of Microsoft Dynamics CRMi package
A partial installation of the Microsoft Dynamics CRM integration usually implies only the Scribe Online sync is enabled without using the Acoustic Campaign Microsoft Dynamics CRM solution provided.
The full integration includes the Acoustic Campaign Microsoft Dynamics CRM solution and Initial Scribe Online maps. A partial integration allows CRM admins to use only the maps that are involved with sending data from Microsoft Dynamics CRM to Acoustic Campaign without changing the integrity of their existing CRM database. A partial integration can only take advantage of the sync feature. The following Acoustic Campaign features will not be available within Microsoft Dynamics CRM
- Synchronizing Acoustic Campaign email templates
- Send Acoustic Campaign email
- Contact Insight
- Mailing Statistics
- Synchronizing CRM Campaign List Members to Acoustic Campaign Contact Lists
The integration features listed above are dependent on the provided solution being imported into Microsoft Dynamics CRM.
You might want to perform a partial installation of the Microsoft Dynamic CRMi package for any of the following reasons:
- Do not want to import a New solution into Microsoft Dynamics CRM.
- Do not want to change Firewall and Proxy settings to a Microsoft Dynamics CRM on-premise environment in order to communicate with Acoustic Campaign.
- Additional resources (development, testing, change control) are needed before deciding on a full integration for the Production System.
Note: Scribe Online Proxy and Firewall settings still must be referenced for a partial integration with an on-premise Microsoft Dynamics CRM integration.
Perform the following steps if you have an existing Microsoft CRM database and do not want to import the Acoustic Campaign solution into the Microsoft Dynamics CRM database.
Note: These steps assume that you have completed the Acoustic Campaign portion of the integration.
- Install a Scribe Online Agent (Cloud or On-Premise).
- Create Scribe connections to the Microsoft Dynamics CRM and Acoustic Campaign databases.
- Create a Scribe solution.
- Import the following Scribe maps:
MSCRM_Acoustic Campaign PartialIntegrationMaps downloaded here.