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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
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