Installing ExactTarget for Microsoft Dynamics CRM 2011

Uninstall Any Current Dynamics CRM 4.0 Integrations

Follow these steps below to uninstall all previous integration code and user interface elements and prepare your database for use with the Dynamics CRM 2011 instance.

If you are installing a new online or on-premises instance of Dynamics CRM 2011, please skip to the Within the ExactTarget Application heading.

Download the Latest Installation File

Please ensure that you use the most current version of the installer - 5.0.162.67002 (December 20, 2011)

Please contact your ExactTarget representative for the most current version of the installer file.

NOTE: You must install the correct version for your implementation of Microsoft Dynamics CRM 2011.

These solutions support upgrades.

WARNING: DO NOT uninstall any prior solution editions before using these installers, as data loss may result.

Within the ExactTarget Application

Log in to your ExactTarget administrator account and perform the following steps:

NOTE: If you have already created an API user for use with your Dynamics CRM installation, skip to step 4.

1. Select My Users under the Account Settings heading.
2. Click Create.
3. Enter the appropriate user information.
4. Ensure that the API User checkbox is checked.
5. Select the following checkboxes under the User Permissions workspace.
   • Grant the user access to the web services
   • Administrative Data Management
   • Add Users to Account
   • Manage Data Extension Data and Retention Policy
6. Click Save.

Within the Dynamics CRM Integration 2011

1. Download the installation file to your computer.
2. Open your Dynamics CRM 2011 instance.
3. Navigate to Settings.
4. Under the Customization heading, select Solutions.
5. In the Solutions workspace, select Import.
6. Click Browse and navigate to the location of the installation file.
7. Select the file and click Open.
8. Click Next.
9. Click View Solution Package Details to see details if you wish. Otherwise, click Next.
10. Ensure that you click the checkbox to activate any processes and enabled any SDK message processing steps included in the solution during the installation process.

    NOTE: You should activate your processes unless otherwise directed by your Dynamics CRM 2011 administrator.

11. Once the installation process completes, a list of the installed components appears.

    NOTE: While it is not a mandatory step, you should download the installation log file from this screen and save it for future reference.

12. Click Close.
13. Note the version number for the solution to assist with any future help requests.
14. Log out of Dynamics CRM and close all windows.
15. Log back in to see the new integration.

Configuring the Integration Settings

1. Log into your organization.
2. Select ExactTarget in the left-hand navigation panel.
3. Select ExactTarget Configuration.
4. Click Configuration Settings. If this is the first time you've installed this integration, this is the only valid option as all others have been disabled (all other icons remain grayed out).
   

   

5. Enter your API username.
6. Enter your API password twice to confirm accuracy.
7. Enter the correct API URL for your ExactTarget account:
   

   NOTE: Ensure that you use the correct endpoint for your ExactTarget account. You need to know whether your account resides on the S1, the S4 or the S6 instance. Contact your ExactTarget representative for more information if you have any questions regarding the S1, S4, or S6 instances.

   • https://rest.s1.exacttarget.com

   • https://rest.s4.exacttarget.com

   • https://rest.s6.exacttarget.com

8. Enter the URL below for your SOAP API URL:

   • http://webservice.exacttarget.com/service.asmx

9. Enter the URL below for your Auth API URL:

   • https://webservice.exacttarget.com/Authentication/Auth.svc

10. Enter the server/path for your FTP server, such as the examples below:
    • ftp://ftp1.exacttarget.com/import/
    • ftp://ftp.s4.exacttarget.com/import/ 
    • ftp://ftp.s6.exacttarget.com/import/
11. Enter your FTP site username.
12. Enter your FTP site password twice to confirm accuracy.
13. Enter the URL below for your FTP Service URL:

    • http://etcrm2011ftpproxy.cloudapp.net/FtpProxy.svc
      

14. Set the Account Type drop-down menu to match your ExactTarget edition:
    • Core
    • Advanced
    • Enterprise 1.0
    • Enterprise 2.0
15. Select whether you have the Subscriber Key feature enabled for your account in the Tracking Method drop-down menu. You must have Subscriber Key enabled to retrieve detailed tracking information on your sends. Contact your ExactTarget representative for more information.
16. Select Enabled in the From Options drop-down menu.
    • Enabled - Allows other From name and email address options in the send screen, including the following:
      • Your CRM username
      • Another CRM username
      • Record owner
      • CRM queue user
    • Disabled - Allows only sends from the default account email address
17. Set the Minimum Log Level drop-down menu to Info.
18. Enter the email address you wish to receive error reports in the Debug Email field.
19. Click the Keep File checkbox if you wish to retain a text file of your log.
20. Select the appropriate FTP connection mode in the FTP Connection Mode drop-down menu:
    • Default
    • Active
    • Passive
21. Choose how you wish your error reports to be delivered in the Report Problem Delivery Method drop-down menu:
    • CRM Email
    • File Download
22. Enter the number of days to retrieve for tracking information in the Days To Refresh Tracking field. The default value is 7.
23. Enter the number of tracking records to retrieve per page in the CRM Records Per Page field.  The default value is 1000.
24. Enter the number of ExactTarget tracking records to retrieve per page in the ExactTarget Records Per Page field.  The default value is 100.
25. Click the Create Responses Closed checkbox to include only completed jobs as part of your tracking information.
26. Choose the Dynamics CRM roles authorized to administer the integration in the Allowed Roles field.
27. Press the Test button to confirm all settings are functional.
28. Click Save.

Configure User Mappings

1. Navigate to ExactTarget Configuration and select User Mappings.
2. Select one or more Dynamics CRM users you wish to use the integration.
3. Click the Enable ExactTarget button.
4. Choose the ExactTarget user you wish to map to the Dynamics CRM user using the ExactTarget User dropdown menu. Mappings occur on a 1:1 basis.
5. Click Map to save the mapping.

NOTE: An asterisk next to a name in the ExactTarget User dropdown menu indicates that user has already been mapped.

Configure Field Mappings

NOTE: You can map fields from both a primary entity and a direct parent entity.

1. Navigate to ExactTarget Configuration and select Field Mappings.
2. Add a new field mapping set.
3. If you create a new data extension through the CRM Field Mapping UI, following these steps:
   1. Select Add to create a new data extension.
   2. Enter a name.
   3. Enter a description.
   4. Create any additional necessary fields. The process automatically creates the default EmailAddress and SubscriberKey fields.
   5. The process automatically populates the following values in the ExactTarget application:
      • Data Extension External Key (begins with FieldMappingSet- and ends with a unique ID)
      • EmailAddress (Checked Primary Key value, Unchecked Nullable value, and Length=100)
      • All other values cannot be primary keys and will be nullable.
4. Add a new field mapping.
5. For each entity selected in the Field Mapping dialogue, map an Email Address attribute to EmailAddress. All other fields should have the correct defaults:
   • Ensure the Primary Key checkbox is unchecked.
   • Ensure the Nullable checkbox is checked.

Configure the RollingTracking Process

1. Navigate to ExactTarget Processes.
2. Click New.
3. Enter RollingTracking in the Process Name field.
4. Click Save & Close.
5. Select the checkbox next to RollingTracking and click Run Workflow.
6. At the left of the screen, click Settings.
7. Click System Jobs.
8. Click ExactTarget Process: Update Tracking.
9. Click Deactivate.
10. Edit the length of time for which you wish to retrieve tracking information. The system defaults to 1 day, and ExactTarget recommends no less than 1 hour.
11. Click Activate.

Troubleshooting

The installation checks for conflicts between customizations between your Dynamics CRM 2011 instance and the ExactTarget integration connector. Conflicts can arise from customizations made to the following entities:

• Contacts
• Leads
• Campaigns
• Accounts

The installation will not proceed until all conflicts have been resolved. While the installation will try to automatically resolve the conflicts, some manual actions may be necessary.