Mapping the Microsoft Dynamics Appointments Task

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Purpose:

The purpose of this article is to provide direction to Outreach Admins in configuring the Appointments Task in the Outreach platform for Microsoft Dynamics.

Advanced Task Mapping for Appointments Tasks creates a Calendar Event task on the Lead or Contact record in Microsoft Dynamics. Based on the plugin settings, when the task is marked complete in Outreach the corresponding task is marked complete in MS Dynamics.

Dynamics Plugin Settings

Enable the following options in mapping the MS Dynamics Appointment Task <> Outreach Meetings object, including those conditions under Outbound Create:

Pushing
Outbound Create
Outbound Update

Enabling the applicable options in the MS Dynamics plugin provides users with the ability to map the following fields:

Outreach Calendar Event Field	Dynamics Appointments Field	Description
Booked Date	Created On	The date and time the appointment was created.
Booker	createdby_appointment	The user who created the appointment.
Title	Subject	The subject of the appointment.
Description	Description	The description of the appointment.
Location	Location	The location of the appointment.
Is All Day?	All Day Event	Whether the appointment is an all day event.
Start Time	Start Time	The date and time the appointment is scheduled to begin.
End Time	End Time	The date and time the appointment is scheduled to end.
Prospect	Activity Parties	The attendees of the appointment.
Owner	Owner (systemuser)	Record owner.
Opportunity	Regarding (opportunity)	If the appointment is associated with an opportunity, the opportunity will populate in the regarding field.

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.

Rescheduled and Canceled Meetings

If a Prospect uses the reschedule link to find a new time to meet, the change will sync to Outreach and subsequently update the event in Dynamics; however, if a Prospect declines or cancels a meeting, that change is only reflected in Outreach.