Record matching/Deduping default Dynamics configuration

Created by David Sullivan, Modified on Tue, 31 Mar at 2:22 PM by David Sullivan

Who is this article for?

Outreach and Microsoft Dynamics CRM admins who want to confirm the default fields used for Record matching/Deduping between Outreach and Dynamics

Object/entity	Field
systemusers<>User	internalemailaddress<>email
roles<>Role	name<>name
accounts<>Account	name<>name
opportunities<>Opportunity	name<>name
opportunitystage<>OpportunityStage	name<>name
connections<>OpportunityProspectRole	_record1id_value<>opportunity _record2id_value<>prospect
status<>Stage	name<>name
leads<>Prospect	emailaddress1<>emails[0]
contacts<>Prospect	emailaddress1<>emails[0]
phonecalls<>Call	(NONE)
emails<>Mailing	(NONE)
tasks<>Task	(NONE)
appointments<>CalendarEvent	_owninguser_value<>user subject<>title scheduledstart<>startTime scheduledend<>endTime