Microsoft Dynamics

Overview/FAQ

• Microsoft Dynamics Minimum Connection Requirements
• Microsoft Dynamics Plugin Overview

Setup Steps

• How To Add Microsoft Dynamics Opportunity Stages To Outreach
• How To Confirm Microsoft Dynamics Version
• How to Connect Outreach to a Microsoft Dynamics Sandbox Environment
• How To Enable the Display Record Name Feature for Microsoft Dynamics 365 Sales
• How To Map Opt-Out Fields In Microsoft Dynamics

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Connection Details

• How To Test Pushing Data from Outreach to Microsoft Dynamics

Importing

• How To Import Microsoft Dynamics Accounts via CSV

Object Syncing

• Basic Opt-Out Options for Microsoft Dynamics Overview
• Configure How Outreach Manages Prospect Imports with Duplicate Email Addresses for Microsoft Dynamics
• Customizing the Subject Line of Activities Posted to Microsoft Dynamics
• How To Manually Sync Individual Microsoft Dynamics Accounts With Outreach
• How To Manually Sync Multiple Microsoft Dynamics Accounts With Outreach

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Advanced Task Mapping

• How Advanced Task Mapping Appears in Microsoft Dynamics
• Microsoft Dynamics Advanced Task Mapping: Call Task
• Microsoft Dynamics Advanced Task Mapping: Email
• Microsoft Dynamics Advanced Task Mapping: Generic Tasks
• Microsoft Dynamics Advanced Task Mapping: LinkedIn Tasks