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Yes, you are able to map Custom Project Fields with MS Dynamics Fields. Loopio Custom Project Fields can be auto-filled by matching fields in your connected MS Dynamics Opportunity when you create a new Loopio Project.
Note: Not sure how to create Custom Project Fields in Loopio? Read on: How Do I Create Custom Project Fields?
Benefits of Mapping Custom Project Fields to MS Dynamics Fields
By mapping Custom Project Fields to MS Dynamics fields, you can pass along details of an MS Dynamics opportunity to Loopio so that users who don’t have access to MS Dynamics have the relevant context when working on linked Projects in Loopio.
Note: This is a one-way sync from MS Dynamics to Loopio that will update the field status in Loopio Projects.
How to Map Custom Project Fields to MS Dynamics Fields
- Click Admin in the top navigation
- Click Custom Project Fields
- Click + Add new Custom Project Field
- Enter a Custom Field Name, and select Dynamics Input
Note: Note these character limits for Custom Project Fields:
- Custom Field Name: 40 Characters
- Custom Field Instructions: 40 Characters Custom
- Field Response: 100 Characters
- Select the MS Dynamics Field that you want to map to this custom field.
Tip: The MS Dynamics Opportunity fields will only auto-populate when the Loopio Project is created from an MS Dynamics Opportunity.
- Click the checkmark to save your custom project field
Your Custom Project Field will now be available in the MS Dynamics field when creating a Project using the MS Dynamics Integration.
Will These Fields Update In Loopio?
Note: Edits to Custom Project Fields in MS Dynamics may take up to 10 minutes to be reflected in the Loopio Project.
- Click Projects
- Select Project List
- Select your Project from the Project List
- Go to your Project Details
- You will see the updated data.