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Importing MS Dynamics Custom Fields

 

There are three ways to import custom fields from Microsoft Dynamics:

  1. As you are importing a list from Dynamics, select your custom fields to be synced
  2. On an existing MS Dynamics list, add columns for these custom fields 
  3. Customers with Enterprise plans or the advanced CRM add-on - select your fields in CRM Administration

Watch the video below to see steps for each method.

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