---
title: MS Dynamics Integration Updates – New Engagement Form Fields
description: MS Dynamics Integration Updates – New Engagement Form Fields
---

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# MS Dynamics Integration Updates – New Engagement Form Fields

#### **Overview**

The **MS Dynamics Integration Updates – New Engagement Form Fields** feature introduces new Account, Opportunity, and Contact-level fields into the Microsoft Dynamics → BriefingEdge mapping interface. These updates provide CRM and Integration teams with greater control over field alignment, more accurate data synchronization, and a seamless handoff when users initiate engagement requests from Dynamics.

This enhancement ensures:

- A consistent and automated data transfer from Dynamics to BriefingEdge
- Expanded mapping options for newly added engagement fields
- A streamlined end-to-end workflow from CRM user action to engagement creation
- Real-time synchronization for mapped Account, Opportunity, and Contact details

---

**Table of Contents**

- [Overview](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#Overview)
- [Functional Summary](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#Functionalsummary) 
    - Key Capabilities
    - Benefits
- [Mapping Configuration](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#Mapping) 
    - 3.1 How to Configure Mapping
- [New Engagement Fields & Mapping Reference](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#fieldnew) 
    - Field List
- [Field Behavior & Logic](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#Fieldbehav) 
    - 5.1 Auto-Population Behavior
    - 5.2 Real-Time Sync
- [End-to-End Workflow (Dynamics → BriefingEdge)](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#endtoend) 
    - Step-by-Step Flow
- [Data Synchronization Details](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#DataSync) 
    - Sync Frequency
- [FAQs](https://nexusengage.com/help/ms-dynamics-integration-updates-new-engagement-form-fields#FAQ)
- Support & Maintenance 
    - [For CRM](https://signet.atlassian.net/wiki/spaces/externalaccess/pages/3885826049/MS+Dynamics+Integration+Updates+New+Engagement+Form+Fields#For-CRM-Admins) [Admins](https://signet.atlassian.net/wiki/spaces/externalaccess/pages/3885826049/MS+Dynamics+Integration+Updates+New+Engagement+Form+Fields#For-CRM-Admins)
    - For Event Coordinators

---

#### **Functional Summary**

### **Key Capabilities**

- New Dynamics fields are now available within the Mapping Configuration section:
  
    - Parent Account Name
    - Parent Account ID
    - Organization ID
    - Partner ID
    - Annual Revenue
    - Contact Type
    - Business Group
    - Business Unit
    - Level 1 - Business Group
    - Level 2 - Business Unit
    - Opportunity Segment
    - Opportunity Priority
- Admins can map any Dynamics field → BriefingEdge field through a dropdown interface.
- Engagement creation via Request an Engagement now auto-populates BriefingEdge fields using the administrator-defined mappings.
- All mapped fields synchronize in real time between Dynamics and BriefingEdge.

### **Benefits**

- Reduced manual entry for CRM users
- Standardized data quality across CRM and BriefingEdge
- Improved reporting consistency
- Fast engagement creation with pre-populated data

---

#### **Mapping Configuration**

**The Dynamics → BriefingEdge Field Mapping Interface now exposes all new engagement fields under the Account, Opportunity, and Contact categories.**

### **1 How to Configure Mapping**

1. Navigate to:  
   MS Dynamics Admin → Integrations → Field Mapping
2. Expand the relevant section:
   
     - Account Fields
     - Opportunity Fields
     - Contact Fields

 ![Field1](https://nexusengage.com/hs-fs/hubfs/Field1.png?width=670&height=329&name=Field1.png)

 

1. Locate the new mapping rows added for Q4 2025.

 ![field2](https://nexusengage.com/hs-fs/hubfs/field2.png?width=670&height=324&name=field2.png)

 

1. From each row, choose:
   
     - Dynamics Field (Left Column) – Dynamics Field Name
     - BriefingEdge Field (Right Column) – target field to populate
     - Dynamic 365 Field Field (Right Column) – selectable from a dropdown of available CRM attributes
2. Click Save Mapping.
3. Changes take effect immediately for all new engagement requests submitted from Dynamics.

---

#### **New Engagement Fields & Mapping Reference**

### **Field List**

 

 

 

| **Dynamics Category**   | **New Field Name**   | **BriefingEdge Destination Field**   | **Notes**   |
| --- | --- | --- | --- |
| **Account** | **Parent Account Name** | **Parent Account** | **Auto-syncs when Account is selected** |
| **Account** | **Parent Account ID** | **Parent Account ID** | **Unique Identifier** |
| **Account** | **Organization ID** | **Organization ID** | **Used for unique cross-system linking** |
| **Account** | **Partner ID** | **Partner ID** | **Unique Identifier** |
| **Account** | **Annual Revenue** | **Annual Revenue** | **Supports currency formats** |
| **Contact** | **Contact Type** | **Contact Type** | **Dropdown in BE; maps to text/value pair** |
| **Contact** | **Business Group** | **Business Group** | **Syncs to BE visitor profile** |
| **Contact** | **Business Unit** | **Business Unit** | **Typically department / org layer** |
| **Contact** | **Level 1** - **Business Group** | **Level 1** | **Sub-hierarchy / function layer** |
| **Contact** | **Level 2** - **Business Unit** | **Level 2** | **Sub-hierarchy / Department layer** |
| **Opportunity** | **Opportunity Segment** | **Opportunity Segment** | **Classifies the opportunity into a segment (e.g., Strategic, Commercial, Enterprise, SMB).** |
| **Opportunity** | **Opportunity Priority** | **Opportunity Priority** | **Indicates the priority level (e.g., High, Medium, Low) for scheduling and resource planning.** |

 

 

 

---

#### **Field Behavior & Logic**

### **1 Auto-Population Behavior**

When a CRM user selects a Account + Opportunity + Contact and triggers Request an Engagement:

- BriefingEdge receives the mapped fields instantly.
- The Engagement Form in BriefingEdge displays all mapped field values pre-filled.
- Users may edit values in BriefingEdge.

### **5.2 Real-Time Sync**

- Account, Opportunity, and Contact data are refreshed in BriefingEdge via Dynamics API pulls.
- Only mapped fields participate in the automatic data population.

---

#### **End-to-End Workflow (Dynamics → BriefingEdge)**

### **Step-by-Step Flow**

1. CRM User selects an Account
   
     - Dynamics loads Account details including Parent Account, Annual Revenue, Organization ID.
2. User selects related Opportunity
   
     - Opportunity fields (existing + newly mapped ones) become available.
3. User selects Contact
   
     - Contact Type, Business Group, Level 1/2 pulled from CRM contact record.
4. User clicks “Request an Engagement”
   
     - Dynamics packages all mapped fields into a payload.
     - The user is redirected to BriefingEdge.
5. BriefingEdge Engagement Form loads with auto-populated fields
   
     - Mapped fields apply instantly.
     - Users can adjust values if needed based on permissions.
6. Engagement created in BriefingEdge
   
     - Linked back to the Dynamics Account/Opportunity/Contact.

---

#### **Data Synchronization Details**

### **Sync Frequency**

- Mapping application is real-time at point of engagement creation.
- Ongoing data sync processes (Accounts, Opportunities, Contacts) follow the standard Dynamics integration cycle.

---

#### **FAQs**

**"Do we need to re-map existing fields?"**

No. Existing mappings remain intact. Only the new fields require mapping.

**"Does the integration support custom Dynamics fields?"**

Yes. Any custom Account, Opportunity, or Contact attributes available in the Dynamics API can be mapped.

**"Can BriefingEdge overwrite Dynamics data?"**

No. The sync is one-way: Dynamics → BriefingEdge.

 

---

#### **9. Support & Maintenance**

### **For CRM Admins**

- Review mappings quarterly or after Dynamics schema changes.
- Ensure custom fields appear in the Dynamics API and user permissions allow retrieval.

### **For Event Coordinators**

- Expect fully populated Engagement Forms when requests come from Dynamics.
- Report missing or incorrect field values to your CRM Admin for mapping verification.
- New Account-level fields such as Parent Account Name, Organization ID, and Annual Revenue.
- New Opportunity and Contact fields, including new picklists and hierarchical levels.
- Compatibility with Report Builder, enabling filtering, grouping, and export.
- Full availability via the V3 API endpoint to power automation and system integrations.

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