Mapping Option Sets in Dynamics Connector

Oct 13, 2025 by thesweetdesigns.com 113 views

Overview

In this article, we will discuss how to sync option set value from Sitecore's Experience Database (XDB) to Microsoft Dynamics CRM using the Dynamics Connector. The Dynamics Connector is a powerful tool that enables seamless integration between Sitecore and Dynamics CRM, allowing for the synchronization of data between the two systems.

Understanding Option Sets

Option sets are a type of field in Dynamics CRM that allows users to select one or more values from a predefined list. They are commonly used for fields such as "Country/Region", "Language", or "Product Category". In Sitecore, option sets are represented as a list of values that can be selected from a dropdown menu.

Mapping Option Sets in Dynamics Connector

To map option sets in the Dynamics Connector, you will need to follow these steps:

Step 1: Create a New Mapping

Log in to the Dynamics Connector and navigate to the "Mappings" section.
Click on the "New Mapping" button to create a new mapping.
Select the "Sitecore" source and the "Dynamics CRM" target.

Step 2: Configure the Source Field

In the "Source Field" section, select the option set field from Sitecore that you want to sync with Dynamics CRM.
Make sure that the field is configured as an option set in Sitecore.

Step 3: Configure the Target Field

In the "Target Field" section, select the option set field in Dynamics CRM that you want to sync with Sitecore.
Make sure that the field is configured as an option set in Dynamics CRM.

Step 4: Map the Values

In the "Value Mapping" section, click on the "New Value Mapping" button to create a new value mapping.
Select the option set value from Sitecore that you want to sync with Dynamics CRM.
Select the corresponding option set value in Dynamics CRM.
Repeat steps 2-3 for each option set value that you want to sync.

Step 5: Save and Activate the Mapping

Click on the "Save" button to save the mapping.
Click on the "Activate" button to activate the mapping.

Example Use Case

Let's say you have a Sitecore item with an option set field called "Country/Region" that contains the following values:

United States
Canada
Mexico

You want to sync this field with a corresponding option set field in Dynamics CRM called "Country/Region". In the Dynamics Connector, you would create a new mapping and configure the source field as the "Country/Region" field in Sitecore. You would then configure the target field as the "Country/Region" field in Dynamics CRM.

Next, you would create a new value mapping for each option set value in Sitecore. For example:

United States -> United States
Canada -> Canada
Mexico -> Mexico

Finally, you would save and activate the mapping. When a user selects a value from the "Country/Region" field in Sitecore, the corresponding value will be synced with the "Country/Region" field in Dynamics CRM.

Troubleshooting Tips

If you encounter any issues while mapping option sets in the Dynamics Connector, here are some troubleshooting tips to help you resolve the issue:

Make sure that the field is configured as an option set in both Sitecore and Dynamics CRM.
Check that the value mapping is correct and that the corresponding values are selected in both systems.
Verify that the mapping is activated and that the data is being synced correctly.

Conclusion

Frequently Asked Questions

In this article, we will answer some of the most frequently asked questions about syncing option set values from Sitecore's Experience Database (XDB) to Microsoft Dynamics CRM using the Dynamics Connector.

Q: What is the Dynamics Connector?

A: The Dynamics Connector is a powerful tool that enables seamless integration between Sitecore and Dynamics CRM, allowing for the synchronization of data between the two systems.

Q: How do I create a new mapping in the Dynamics Connector?

A: To create a new mapping in the Dynamics Connector, follow these steps:

Log in to the Dynamics Connector and navigate to the "Mappings" section.
Click on the "New Mapping" button to create a new mapping.
Select the "Sitecore" source and the "Dynamics CRM" target.

Q: How do I configure the source field in the Dynamics Connector?

A: To configure the source field in the Dynamics Connector, follow these steps:

In the "Source Field" section, select the option set field from Sitecore that you want to sync with Dynamics CRM.
Make sure that the field is configured as an option set in Sitecore.

Q: How do I configure the target field in the Dynamics Connector?

A: To configure the target field in the Dynamics Connector, follow these steps:

In the "Target Field" section, select the option set field in Dynamics CRM that you want to sync with Sitecore.
Make sure that the field is configured as an option set in Dynamics CRM.

Q: How do I map the values in the Dynamics Connector?

A: To map the values in the Dynamics Connector, follow these steps:

In the "Value Mapping" section, click on the "New Value Mapping" button to create a new value mapping.
Select the option set value from Sitecore that you want to sync with Dynamics CRM.
Select the corresponding option set value in Dynamics CRM.
Repeat steps 2-3 for each option set value that you want to sync.

Q: How do I save and activate the mapping in the Dynamics Connector?

A: To save and activate the mapping in the Dynamics Connector, follow these steps:

Click on the "Save" button to save the mapping.
Click on the "Activate" button to activate the mapping.

Q: What are some common issues that I may encounter while syncing option set values?

A: Some common issues that you may encounter while syncing option set values include:

The field is not configured as an option set in either Sitecore or Dynamics CRM.
The value mapping is incorrect or incomplete.
The mapping is not activated or is not syncing data correctly.

Q: How do I troubleshoot issues with syncing option set values?

A: To troubleshoot issues with syncing option set values, follow these steps:

Verify that the field is configured as an option set in both Sitecore and Dynamics CRM.
Check that the value mapping is correct and complete.
Verify that the mapping is activated and that the data is being synced correctly.

Q: Can I sync option set values with other types of fields in Dynamics CRM?

A: Yes, you can sync option set values with other types of fields in Dynamics CRM, such as text fields or date fields. However, you will need to configure the mapping accordingly.

Q: Is there a limit to the number of option set values that I can sync?

A: Yes, there is a limit to the number of option set values that you can sync. The limit is determined by the Dynamics Connector and may vary depending on the specific configuration.

Conclusion

Syncing option set values from Sitecore's Experience Database (XDB) to Microsoft Dynamics CRM using the Dynamics Connector can be a powerful way to integrate data between the two systems. By following the steps outlined in this article and answering some of the most frequently asked questions, you can ensure a smooth and successful syncing process.