How To Test Pushing Data from Outreach to Microsoft Dynamics

Purpose: 

The purpose of this article is to provide direction to Outreach Admins on testing data syncing from the Outreach platform to a Microsoft Dynamics instance in a sandbox environment. 

Intended Audience: 

• Outreach Admins

Before Completing This Process, Admins have:  

• Created a Dynamics Sandbox Environment.
• Created Test Prospect profile with applicable data for testing (e.g. First Name, Last Name, Phone Number, etc.).  

How To Test Pushing Data From Outreach To Dynamics: 

1. Access the Dynamics Sandbox.
2. Click Types. 
3. Click the object to sync (i.e. Leads, Contacts, Accounts, etc.). 
4. Click to enable Pushing and click Save.
   
5. Click Fields in the menu bar.
6. On the Fields Settings landing page, click to enable the Updates In and Updates Out options as applicable, and click Save.
   
   Note: The Updates In option syncs data from Dynamics to Outreach; the Updates Out option, syncs data from Outreach to Dynamics. 

Access the Dynamics instance to confirm the pushed data synced.