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Introduction
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Connecting the Dynamics Plugin
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Entity Syncing
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System User to User
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Lead to Prospect
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Status to Stage
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Contact to Prospect
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Account to Account
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Appointment to Event and Wrap Up
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Knowledge Check
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Course Survey
Sync data using the Dynamics plugin: CRM sync
In this course we discuss how to enable and connect Outreach with Dynamics via our Plugin.
In this course we discuss how to do the following in order to properly connect your instance of Outreach to your instance of Dynamics:
- Working with Stages within Outreach
- Connecting the Dynamics Plugin
- Syncing your Entities
- Syncing System User to User
- Syncing Leads to Prospects
- Syncing Status to Stage
- Syncing Contacts to Prospects
- Syncing Accounts
- Syncing Appointments to Events