PLEASE NOTE: In The Portal Connector version 5.2 or later, synchronizing Dynamics Metadata is now handled automatically. Metadata gets synchronized on-demand, so if the metadata is empty it will be queried the next time a user or developer does something that requires metadata.
The
Refresh CRM Metadata button will synchronize the
CRM Entities with all of your customized data fields.
In order to refresh CRM Metadata, you must navigate to the
Portal Configuration Settings under the
Settings & Configuration option which is under the
Administration tab.
Once there, navigate to the
General Settings page which is under
The Portal Connector collapsible tab. Then, click on the
Refresh CRM Metadata button to refresh the CRM Metadata.