Users will now sync from Dynamics to Outreach based on the parameters defined above. Click Poll to initiate a one-time sync of users.Outreach syncs relevant updates to Dynamics' users. Outreach pulls in any additional information available in Dynamics for mapped fields, when records are manually created in Outreach. Sync data down after manual create inside Outreach Outreach syncs any Contacts, Leads, and Accounts associated with new users.Ĭreate criteria to sync specific groups of users. Click to enable the applicable Inbound Create options as described in the table below:Ĭreate associated Contacts, Leads and Accounts.Click the System users object in the Types list.On the Dynamics settings page, click the System Users object in the Types list.How to Sync Dynamics Users to Outreach via Inbound Create For more information regarding activating users, refer to the Outreach Seat Management Process. Users created via sync will not count against license limit until assigning a license to users.Outreach users created via user sync are locked by default and cannot be used to login until activated.Outreach recommends enabling user sync after enabling the plugin. After February 15, 2022, To Do app versions 2.48 or below will no longer sync. For the best experience across all of your devices, and to avoid any issues with cross device syncing, you will need to update to the latest version, 2.49 or higher before February 15, 2022. Dynamics users must exist in Outreach in order for Outreach to sync CRM records and activities correctly. Microsoft will be moving To Do’s backend to a more efficient service.When enabled, Dynamics users will be automatically created in Outreach.This option must be enabled after enabling the plugin. Outreach does not sync users from Dynamics into Outreach.The purpose of this article is to provide direction to Outreach Admins in syncing users from Microsoft Dynamics to the Outreach platform via the Inbound Create option.
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