This update allows us to write back to further field types in Microsoft Dynamics.
We have added the ability to write back to MultiSelect Options, Whole Numbers, Floating Number Points, Decimal Numbers, Currency, Date/Time and Lookups.
Note: this may require some set up in your Dynamics system, so please contact your Account Manager for more details.
In the Dynamics Integration v1, additional field types to update the Contact record in Dynamics are limited to only 3 types:
- two-option
- option set
- single line text
Dynamics Integration v2 will now allow the following data types in the custom Additional fields:
- Boolean
- Pick-list (multi)
- single line text
- Multi-line text
- Lookup
- Integer
- Date/Time
- Currency
Prerequisites
Your AM needs to ensure that you have form editor version 2, and form fill version 2 selected.
Vuture Admins can see all the possible types in Admin.System.CRM Manager
Click next to “Crm System Config” as shown below:
