In some instances, after you have initially configured your Dynamics Connector, you will need to add additional CRM fields into the mapping. Sometimes the proper method to reconfigure works without error and the new fields are seen without a problem. Other times, however, you might receive a generic error that will not allow you to re-configure and pick up the new fields.
In order to add these additional fields, you will need to modify the Configuration file directly. In today’s blog we will go over the steps needed to accomplish this. Let’s get started!
The configuration file is located in the Organization folder under the ObjectConfig folder:
C:\Program Files (x86)\Microsoft Dynamics\Microsoft Dynamics Adapter\Adapters\Microsoft.Dynamics.Integration.Adapters.Crm20XX\ObjectConfig\orgaXXXXXXX
When opening these files, you will need to use an elevated mode to make and save changes. (See this Microsoft article if you need help.)
After opening the file, you will see that the files are XML based. In order to add a field, you will need the schema name, type of field, and the display name. Once these are known, you can copy one of the existing out-of-the-box fields for the same field type and modify the schema name and display name, as seen below:
- Out-of-the-box String Field: <Field Name=”address1_postalcode” TypeName=”System.String” DisplayName=”Address 1 ZIP/Postal Code” IsRequired=”false” IsReadOnly=”false” />
- New String Field: <Field Name=”new_customfield” TypeName=”System.String” DisplayName=”Custom Field” IsRequired=”false” IsReadOnly=”false” />
You will notice that you can also identify ‘IsRequired’ and ‘IsReadOnly‘ if appropriate for the field you will be adding.
Below are some standard formats you will see in these XML files:
Once you have added the additional fields, you will need to close the connector, re-open, and navigate to the appropriate map to see your fields listed in the destination area of the mapping view as shown below:
Hopefully this post is helpful when working with the Dynamics Connector! To keep up to date on more tips and tricks like this one, be sure to subscribe to ourÂ blog!