How to Set up Field Mappings

1. Head over to the Integrations tab in your Section, locate Microsoft Dynamics 365 CRM and click Edit.

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2. Select the Field Mapping tab.

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3. Under Microsoft Dynamics 365 CRM, expand the Contact Card drop-down menu and select a data field.

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4. Under APSIS One, expand the Attributes drop-down menu and select an Attribute that matches the data field.

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5. Click Add new mapping to map another Attribute. Repeat the process above for all the Attributes you wish to map with your Microsoft Dynamics 365 CRM account.

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6. When done, click Save.

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Next Step

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