Purpose:
The purpose of this article is to provide direction to Outreach Admins in configuring the Call Task in Outreach for Microsoft Dynamics.
Advanced Task Mapping for Call Tasks creates a call task on the Lead or Contact record in Microsoft Dynamics. Based on the plugin settings, when the call task is marked as complete in Outreach the corresponding task is marked complete in MS Dynamics.
Intended Audience:
- Outreach Admins
Dynamics Plugin Settings
Enable the following options in mapping the MS Dynamics Phone Call Task <> Outreach Call object, including conditions under Outbound Create:
- State Changed At is not Empty
- Prospect is not empty
- Call Disposition Name is not Call - No Answer
Note: Change the Outbound Create conditions from the default Any to All.
Enabling the applicable options in the MS Dynamics plugin provides users with the ability to map to the following new fields:
Note: Change the standard field mapping from Complete AT <> Due Date Only to State Change at <> Due Date Only for the most accurate reporting in Dynamics.
| Outreach Call Field | Dynamics Phone Calls Field | Description |
|---|---|---|
| Completed At | Actual End | The call record in Outreach is created when the call is completed so the created_at date/time marks the end of the call. |
| Initiated At | Actual Start | The call initiated date/time marks the start date/time of the call. |
| User | Owning User (systemuser) | Record owner |
| user | Sender | The sender of the email. |
| Prospect | To_recipient | The recipient of the email. |
| Note | Description | Notes captured from the call. |
| Custom Template... | Subject | Subject of the call. |
| Is Outbound | Direction | Whether the call was initiated by the user or the Prospect. |
| Call Disposition Name | Category | The disposition of the call. |
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 call logging in Dynamics.