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How To Enable the Display Record Name Feature for Microsoft Dynamics 365 Sales

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Chris
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Purpose: 

The purpose of this article is to provide direction to Outreach users in enabling the Display Record Name field in Outreach for Microsoft Dynamics. 

Intended Audience: 

  • All Outreach Users

Whenever you map an Outreach text field to a CRM, you may want to import the record name (instead of ID) of the related CRM object referenced in the CRM look field. 

Examples: 

  • Mapping AE Owner (user lookup field) for leads or contacts to an Outreach Custom field.
  • Mapping CRM campaign field for Leads or Contacts to an Outreach Custom field.
  • Mapping CRM Lead Source lookup field to an Outreach Prospect Source field.
  • Mapping CRM custom lookup field to an Outreach Custom field.
  • The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience.

Procedure

Classic Plugin

  1. Access the Outreach Platform. 
  2. Access the CRM Plugin.
  3. Click the applicable Object in the Types list. 
  4. On the Object Settings landing page, click Fields in the menu bar.
  5. On the Fields Settings landing page, click Add to add another field. 
  6. Select the applicable custom field from the Outreach Field dropdown menu.
  7. Select the applicable field from the Dynamics Field dropdown menu.
  8. Click to enable the Update In option.
  9. Select Advanced from the More Options dropdown menu.
  10. Click to enable the Display Name instead of record ID option and click Done.
    Note: Mapped field and Display Name Instead of Record ID are mutually exclusive functionalities and cannot be enabled simultaneously. 

Enhanced CRM Sync

  1. Access the Outreach Platform. 
  2. Access the CRM Sync Settings.
  3. Click the applicable Object in the Types list.
  4. On the Set field mapping landing page, click Add mapping to add another field mapping.
  5. Select the applicable field from the Dynamics Field dropdown menu.
  6. Select the applicable custom field from the Outreach Field dropdown menu.
  7. Click the checkbox to enable the Update in Outreach option.
  8. Select Advanced settings from the More Options (...) menu.
  9. Click to toggle to enable the Display Name instead of record ID option and click Done.
    Note: Mapped field and Display Name Instead of Record ID are mutually exclusive functionalities and cannot be enabled simultaneously.

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