Before you can proceed with the steps below you will need: 

• Admin access in Dynamics 365 

You can connect Dynamics 365 Opportunity Fields with Smart Fields in Qorus Content Hub. In order to manually connect these fields, you will need to know their reference names.

This article explains how to:

1. Find the complete list of Dynamics 365 reference names

2. Reference field names exceptions

Find the complete list of Dynamics 365 reference names

Login to Dynamics 365 then click the settings or cog icon (1) in the top right corner. Select the second item from the list called ‘Advanced Settings.’ (2).

A new tab will open. Click on the drop down icon next to ‘Settings’ and select Customizations.

Next, select the option ‘Customize the System'.

A new Power Apps window will open. In the left menu click on 'Entities'. 

Next, expand 'Opportunity' (1) and select 'Fields' (2). On the right you will see the list of all the Fields. From the first column, copy the Name value (3) of the desired field.

Paste the 'Name' value from Dynamics 365 into the 'Field Reference' box on the Smart Field form in Hub Central.

Reference field names exceptions

The fields within a CRM Opportunity are synced to Content Hub any time the Opportunity is opened or saved. By default, all the fields in the Opportunity are sent to Content Hub, where they map up to Smart Fields as defined during the setup. Some fields in the Opportunity, like Account, Owner, etc. are lookups to other CRM objects that are rendered within the CRM UI with their name (e.g. “Acme corp”) but are stored as GUIDs (e.g. “0015000asdf”). This means that the data sent to Content Hub contains the GUIDs by default and not the corresponding name. To enable the display of the names as well as their entity GUIDs (example: you want to show Owner Name in a Pursuit), we have provided additional lookups to allow these mappings to be brought in.

Below are the fields and Field References for the CRM systems that we support: