The purpose of this article is to provide direction to Outreach Admins in configuring the Generic Task in the Outreach platform for Microsoft Dynamics.
- Outreach Admins
- Advanced Task Mapping for Generic Tasks creates a generic task on the Lead or Contact record in Microsoft Dynamics. Based on the plugin settings, when the task is marked complete in Outreach the corresponding task is complete in Dynamics.
MS Dynamics Settings
Enable the following options in mapping the MS Dynamics Task <> Outreach Task object, including conditions under Outbound Create:
- Inbound Update
- Outbound Create
- Outbound Update
Enabling the applicable options in the MS Dynamics plugin provides users with the ability to map the following fields:
|Outreach Task Field||Dynamics Task Field||Description|
|State||Activity Status||The status of the task.|
|Due At||Due Date||When the task needs to be completed by.|
|Completer ID||Modified By (systemuser)||The user who completed the task.|
|Task Priority||Priority||The priority of the task.|
|Owner||Owning User (systemuser)||Record owner.|
|Note||Description||Notes of the task.|
|Custom Template...||Subject||Subject of the task.|
|Prospect||Regarding (lead)||The Prospect associated with the task.|
Note: Outreach adds the necessary advanced field options during setup, removing the necessity of altering advanced field options for any particular field. Contact Outreach Support prior to adjusting advanced field options to confirm planned changes do not negatively affect the Dynamics synchronization.
Note: Toggle-off the Lead and Contact Sync Settings for messages within the Messages and Events settings to prevent duplicate task logging in MS Dynamics.