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
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.