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Do not overwrite: If updating an existing Dynamics 365 entity and the field already has a value, the form field value will not overwrite it.
Matching rule: Used to find an existing Dynamics 365 entity to update, instead of creating a new one. Specify one or more fields that must match. If an entity is found with the same field values then it will be updated, otherwise, a new entity will be created. If no fields are flagged with the matching rule then a new entity will always be created.
Attach files as Notes: this field appears when file upload files exist on the form, and Notes attachments are supported by the selected entity. Check to upload the file(s) to Dynamics 365 as Notes.
Sitecore Analytics
The checkbox is disabled for now as this feature isn’t quite ready but watch this space!
S4D will attempt to add or update the S4D facet on the current xDB Contact. This facet contains a reference to all relevant Dynamics 365 entities created or updated via the Save to Dynamics form Submit Action.
Optional Setting: Store saved entity key in form field
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If the mapped entity, e.g. lead or contact, supports an association with Marketing Lists, S4D will add the submitted entity to the chosen list(s) in Dynamics 365.
Optional Setting: Push Sitecore Analytics
The checkbox is disabled for now as this feature isn’t quite ready but watch this space!
S4D will attempt to add or update the S4D facet on the current xDB Contact. This facet contains a reference to all relevant Dynamics 365 entities created or updated via the Save to Dynamics form Submit Action.
Note:
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The Sitecore Tracker must be running.
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Optional Setting: Abort form submission if Save To Dynamics fails
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