How To Map Lead Statuses for Microsoft Dynamics

Purpose: 

The purpose of this article is to provide direction to Outreach Admins in mapping Lead statuses in Outreach for Microsoft Dynamics. 

Intended Audience: 

• Outreach Admins

Notes:

• Admin Governance is required to complete this process. 
• The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience.
• Outbound Create and Outbound Update for Lead Status <> Stage are not available for Microsoft Dynamics.

Procedure

Classic Plugin

1. Access the Outreach Platform. 
2. Access the Plugin Settings. 
3. Click the Status object in the Types list. 
4. Click to enable the Inbound Create and Inbound Update options. 
5. Click Poll.
6. Click the Mappings tab and confirm the values are mapped as applicable. 
7. Click Save. 

If the mapping for Stage <> Status Reason is not present under Lead<>Prospects mapping, follow the instructions below to create the mapping.

1. Click the Dynamics link in the navigation bar. 
2. Click the Leads object. 
3. On the Leads object settings page, click Fields.
4. Click Add and map Stage to Status Reason. 
5. Click the advanced options dropdown arrow to the right of the added field and select Advanced. 
6. Click to select Mapping Field and select Status from the External Mapped Type: dropdown menu.
7. Click Done.
8. Click Save.

As updates are made to the Lead statuses, the changes will be reflected in both Outreach and Dynamics. 

Enhanced CRM Sync

1. Access the Outreach Platform. 
2. Access the CRM Settings. 
3. Click the Status object in the list. 
4. Click the Outreach Create and Outreach Update checkboxes to enable syncing into Outreach. 
5. Click Save.
6. Click Poll.
7. Click the Record Mappings tab and confirm the values are mapped as applicable.
   

If the mapping for Stage <> Status Reason is not present under Lead<>Prospects mapping, follow the instructions below to create the mapping.

1. Select the Leads object.
2. On the Leads object settings page, navigate to Set field mapping.
3. Click Add mapping and map Stage to Status Reason. 
4. Click three dots to the right of the field mapping and select Advanced settings.
5. Click to enable the Mapped Field toggle and select Status from the dropdown menu.
6. Click Done.
7. Click Save.

As updates are made to the Lead statuses, the changes will be reflected in both Outreach and Dynamics. 

Additional Resources: 

How To Access CRM Plugin Settings in Outreach