The Acoustic Campaign solution import creates a Sync to Acoustic Campaign check box field on Microsoft™ Dynamics CRM Leads and Contacts to determine which records must synchronize to Acoustic Campaign.
The data syncs depending on the Sync Schedule in Scribe Online. Contact your Scribe Online Administrator for scheduling details. Once you synchronize the record, it always synchronizes and the system does not allow you to clear the Sync to Acoustic Campaign option. Contact your Microsoft Dynamics CRM Administrator if you need to purge the data from the record. If you want to perform a mass update, see Sync Options in Microsoft Dynamics CRM.
The default setting of the check box option for the new records, which are created after the import of the solution, is set to Yes in versions prior to 9.9.1. Starting with version 9.9.1, the default setting is No. In either case, the setting can be changed by the Microsoft Dynamics CRM administrator by completing the following steps.
- Go to Settings > Customizations > Customize the System.
- Expand Entities
- Go to Leads or Contact entity.
- Expand the entity and go to Fields.
- Find the field with the display name Sync to Acoustic Campaign
- Set the default value to either Yes or No.
Existing Leads and Contacts are not automatically set to Sync from Microsoft Dynamics CRM to Acoustic Campaign. The Microsoft Dynamics CRM admin needs to decide how to mass update the Sync to Acoustic Campaign to Yes for existing CRM records. Most CRM Admins create a workflow for leads and contacts with specified criteria to set the sync to Acoustic Campaign check box option to Yes.
Each Organization's criteria might vary based on their business marketing needs. Here are some of the suggestions for initially deciding which records to sync:
- Status is Active.
- emailaddress1 is not blank.
After you set up your workflows and activating them, you have to select a set of records and run the workflow.
Here are some templates that can be imported into CRM and used for guidance.
Note: Not all the templates would work for all the MS Dynamics CRM environments. CRMi support cannot assist with troubleshooting workflows. Assistance with MS Dynamics CRM workflow setup, execution, and troubleshooting is generally handled by your Microsoft Partner or Microsoft Support.