Configure Field Mapping

Follow

Map InsideView Insights data fields with CRM fields to retrieve data that is relevant for your business and enable your CRM users to update their CRM records with one click.

Follow these steps to configure field mappings for your organization:

Step Description Details
1 Go to Insights Org Settings Sign in to Microsoft Dynamics 365.

Go to InsideView Insights > Settings > Org Settings.

1_new_small.jpg

2 Open Field Mapping On the Insights Organizational Settings page, click the Field Mapping tab.
3 Map the desired Fields into the Custom Field Map InsideView Insights field to CRM’s field in the Accounts, Contacts, and Leads areas as needed for your business.

Note: CRM fields that are mapped against fields in InsideView Insights should use same datatypes. For example, the ‘Revenue’ field, which uses 'Currency' datatype in InsideView Insights can be mapped to fields that have 'Currency' as the datatype in your CRM.

4 Save the Fields Click Save.

4_small.png

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk