The ExactTargetMSCRMConnector service installs with the ExactTarget for Microsoft Dynamics CRM integration.. This service logs information to a log file that updates on a daily basis. By default, the files saves to C:\Program Files\ExactTarget\Logs, although that location could differ based on your installation settings.
Access the ExactTargetMSCRMConnector service entry in the Services list from Start->Administrative Tools->Services. If the service isn't running when you access this screen, select the service entry and click the Start The Service link under the ExactTargetMSCRMConnector heading.
The installation of the ExactTarget for Microsoft Dynamics CRM integration includes a utility to edit associated registry values. Access this tool on the server by clicking Start->All Programs->ExactTarget-> ExactTarget Configuration Editor. The utility features six tabs to manage the ExactTarget for Microsoft Dynamics CRM settings, and the settings on these tabs change for each organization you manage on your CRM server. Click the name of that organization in the left column to see the settings for that organization.
- The ExactTarget tab lists the version numbers of your software, your ExactTarget API information, and other CRM and server information. The Download Server Path field controls where updater will locate updated version information and release notes for the ExactTarget for Microsoft Dynamics CRM Integration. The Service URL field controls what ExactTarget Web Service the integration uses. This value defaults to a value of https://webservice.exacttarget.com/service.asmx. The 'Enable' option for the workflow feature will be available for selection if the user has not completed the workflow plug-in as part of the installation process. To enable the workflow plug-in, the Connector service user must be a CRM Deployment Administrator
- The Web tab controls allowed roles for users of the ExactTarget for Microsoft Dynamics CRM application, the default campaign, and the maximum server-side data processing setting. The Default Campaign field tracks campaign responses from individual email sends. The Allowed Roles field controls which roles in Microsoft Dynamics CRM have access to the ExactTarget administrative functions of mapping users and attributes. By default, the System Administrator always has access to the administrative functions. Additional roles may be specified in a comma-separated list using the Role names displayed in Microsoft Dynamics CRM.
- The Connector tab sets the timeout values in seconds for email sends, tracking information and SQL queries. It also sets the maximum number of concurrent requests.
- The Tracking tab manages the tracking configuration, tracking update frequency, and response creations. Note that Tracking Time is used with Tracking Frequency. If the Hourly option is selected for the frequency, the software uses the minutes portion of the time to know when during the hour to retrieve tracking data. If the Daily option is selected, tracking data is retrieved at the indicated time. With Create Responses Closed enabled, ExactTarget campaign responses are created in the closed/completed state. If Create Responses Closed is disabled, ExactTarget campaign responses are created in the open state.
- The Sends tab manages how often the CRM server checks for sends, whether Send Batching is enabled, and threshold and batch size for Send Batching.
- The Data Extract Import tab manages import and FTP settings for the optional data extract feature.
Import Customizations
Follow these instructions to import new or archived customizations for your organization after the initial configuration:
- Edit the ETCustomizations.xml file located at C:\Program Files\ExactTarget\Customizations
- When your changes are complete, open the ExactTarget ConfigurationEditor and click the Import button in the bottom-left corner of the screen.
- Click Yes and let the customization run. This is the preferred way to import customizations, as this function programmatically merges any changes as opposed to overwriting the customizations file already loaded into ExactTarget for Microsoft Dynamics CRM.
To import the customizations through a command line interface, enter the following commands into a Windows command prompt for the ExactTarget for Microsoft Dynamics CRM integration.
ExactTarget.MSCRM4.Install.CustomizationImport <InstallDirectory> <CrmServerUrl> <CustomizationXmlDirectory> /w <RegisterXmlWorkflowDirectory> /o <OrgName> /u <UserName> /p <Password> /d <Domain> /r <Remove>
An example would be:
C:\Program Files\ExactTarget\Customizations>
ExactTarget.MSCRM4.Install.CustomizationImport "C:\Program Files\ExactTarget" "http://et4qa/mscrmservices" "C:\Program Files\ExactTarget\Customizations" /w "C:\Program Files\ExactTarget\Customizations" /o et4qa /u <user> /p <password> /d <domain>
It is important to note that:
· The ExactTarget.MSCRM4.Install.CustomizationsImport executable is located in the ExactTarget installation directory on the server (typically this is C:\Program Files\ExactTarget\Customizations\ExactTarget.MSCRM4.Install.CustomizationImport.exe)
· The /w flag is optional. If not included, workflow assemblies will not be registered.
· The user, password, and domain flags are optional. If not included, it will default to the user running the Windows command prompt.
· The /r flag is only used when you need to remove the workflow assemblies.
· Anything with spaces in it needs to be enclosed within quotes.
Map Attributes
Subscriber attributes that you want to map to Dynamics CRM fields must exist at the parent account level. Subscriber attributes that you create at the parent account level are the only attributes that you can map to Dynamics CRM fields.
Default ExactTarget for Microsoft Dynamics CRM Settings
- Log File Path: C:\Program Files\ExactTarget\Logs
- Default Campaign: ExactTarget Individual Campaign
- Send Timeout: 990 seconds
- Tracking Timout: 990 seconds
- SQL Timeout: 600 seconds
- Maximum Concurrent Requests: 5
- Created Responses Closed enabled
- Send Recipient Create Responses Closed enabled
- Update Tracking: Hourly at 30 minutes past the hour
- Create Send Recipient Responses after tracking completes
- Check for Sends every 5 minutes
- Send Batching Enabled
- Send Batching Threshold: 25000
- Send Batching Batch Size: 5000Data Extract Import Disabled