Introduction

We have made it possible for your CSM to set up additional Custom Fields in your integration so that they can now be pulled through to a Preference Form.

Prerequisites

Dynamics v2 integration with Vuture

Preference Manager module

Forms v2

Process

Custom Fields can be created on any Dynamics v2 Entity such as 

• Contact
• Preference Manager
• Vuture Address
• VxRSVP

Clients will create additional fields in Dynamics first.  The CSM can then go to Options>Setup>Advanced Setup>CRM List Name then select an entity and pick the extra fields.

Note:  The CSM will be obliged to add additional fields to one entity at a time, and save, before moving on to the next entity.

Once complete your CSM will be able to review the list of custom fields for you under Options>Setup>CRM Integration Settings>ShowSummary.