How To Map Lead Statuses With Outreach - Microsoft Dynamics [Beta]

Purpose: 

The purpose of this article is to provide direction to Outreach Admins in mapping Lead statuses in Outreach for Microsoft Dynamics. 

Intended Audience: 

• Outreach Admins

Note: Admin Governance is required to complete this process. 

How To Map Lead Statuses With Outreach

1. Access the Outreach Platform. 
2. Click on the user's initials on the bottom left-hand corner of the navigation sidebar. 
3. Click Plugins under the System Config section in the Settings navigation panel. 
4. On the Plugins landing page, click Dynamics. 
5. On the Dynamics landing page, click Types. 
6. Click the Status object. 
7. On the Status object landing page, click Mappings.
   
8. On the Mappings landing page, click Add. 
9. Input the new status mapping as applicable.
   
10. Repeat Step 9 for all Dynamic statuses as applicable. 

If the mapping for Stage <> Status Reason is not present under Lead<>Prospects mapping, follow the instructions below to create the mapping.

1. Click the Dynamics link in the navigation bar. 
2. Click the Leads object. 
3. On the Leads object settings page, click Fields.
   
4. Click Add and map Stage to Status Reason.
5. Hover over the right side of Stage<>Status Reason and select Advanced from the dropdown menu. 
6. Click to select Mapping Field and select Status from the External Mapped Type: dropdown menu.
   
   
7. Click Done.
8. Click Save.

As updates are made to the Lead statuses, the changes will be reflected in both Outreach and Dynamics.