Refreshing Dynamics CRM Metadata

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.