Removing emfluence integration from Dynamics

If you need to disconnect your integration, you can do so in the integration menu in emfluence in the Microsoft Dataverse Integration menu at the bottom of the page.Click the Delete Environment button to remove the integration.

If you are permanently removing emfluence from your CRM you may also want to take the final steps to remove emfluence components in CRM. When integrating emfluence with Dynamics, some components may be installed in your environment depending on how your integration was configured. In the event that you need to remove your integration, you may also want to remove these components from your Dynamics environment.

Warning! If you are not removing emfluence from your Dynamics environment, any changes to these components may result in your integration not working as intended.

emfluence Contact UI

If you embedded the emfluence UI in your environment, these items may need to be removed:

emfluence Marketing Platform Login Page

Components -> Web Resources

Display Name: emfluence Marketing Platform Login (emfl_/iframes/platform_login_iframe.html)
Display Name: emfluence Site Map Icon (emfl_/icons/sitemap_icon.svg)

emfluence Link in Site Map

Components -> Client Extensions

Edit the Sales Hub site map and remove the "emfluence" link

emfluence Contact Detail Form

Components -> Entities -> {Each mapped entity} -> Forms -> {Each embedded form} -> emfluence/Marketing

emfluence Entities

If you synced activities from emfluence to Dynamics, any entities that begin with "emfluence" (e.g. "emfluence Email: View") may need to be removed, depending on which activities were configured to sync.

These can be found under Components -> Entities

emfluence Email: Sent (emfl_emailsentactivity)
emfluence Email: View (emfl_emailviewactivity)
emfluence Email: Click (emfl_emailclickactivity)
emfluence Email: View As Webpage (emfl_emailviewaswebpageactivity)
emfluence Email: Forward (emfl_emailforwardactivity)
emfluence Email: Share (emfl_emailshareactivity)
emfluence Email: Bounce (emfl_emailbounceactivity)
emfluence Email: Complaint (emfl_emailcomplaintactivity)
emfluence Email: Unsubscribe (emfl_emailunsubscribeactivity)
emfluence Landing Page: View (emfl_landingpageviewactivity)
emfluence Landing Page: Click (emfl_landingpageclickactivity)
emfluence Landing Page: Conversion (emfl_landingpageconversionactivity)
emfluence Survey: Start (emfl_surveystartactivity)
emfluence Survey: Complete (emfl_surveycompleteactivity)
emfluence Website Tracking: Page View (emfl_webtrackingviewedpageactivity)
emfluence SMS: Sent (emfl_smssentactivity)
emfluence SMS: Failed (emfl_smsfailedactivity)
emfluence SMS: Unsubscribe (emfl_smsunsubscribeactivity)
emfluence SMS: Incoming Message (emfl_smsincomingmessageactivity)