Synchronizing Dynamics CRM Metadata

Firstly, log onto your Portal instance and navigate to the General Settings page under The Portal Connector Configuration which is underneath the Administration section of your Sitefinity backend.

tpc-crm-metatdata-refresh

Once there, all you have to do is click on the Refresh Meta Data button located on the right side of the page. If you are refreshing Meta Data for the first time it may take between 30 minutes to 3 hours to complete the job. However, any future Meta data refresh will take only few seconds to update CRM Meta Data into portal site. You can view the CRM Meta Data information under “The Portal Connector” >> “Entity Meta Data Manager”.

entity-metadata-manager