How to Set Up Microsoft Dynamics Field Mappings

Kevin Doherty

Updated 10 April 2026 08:35

Learn how to set up Microsoft Dynamics field mappings in Cognism to control exports, map data correctly, and manage update rules.

This guide explains how to map Cognism data to the correct fields in Microsoft Dynamics, configure export behaviour, and manage update rules. With the right setup, you can ensure consistent data, accurate reporting, and better CRM data quality.

Prerequisites

Before you start, you should:

Have Microsoft Dynamics connected to Cognism
Be an admin or have permission to configure integrations
Understand how you want Cognism data to appear in Dynamics

Open the Microsoft Dynamics field mapping settings

In Cognism, click Integrations in the left-hand menu.
Select Microsoft Dynamics.
Click Setup.
Follow the setup steps until you reach Map data fields.

Field mappings are configured during the Microsoft Dynamics integration setup flow.

Configure export behaviour

Navigate to Export Rules Tab to set export rules

Update rules to define what happens when Cognism finds an existing lead, contact, or account in Dynamics.

You can choose to:

Update existing prospect and related account records
Not update any existing records

These rules apply when exporting both new and existing data.

Syncing rules

Syncing rules control how prospects are created in Dynamics.

You can export prospects as:

Leads and Contacts
Leads only
Contacts only

Bulk export rules

Bulk export rules control whether account data is exported alongside leads and contacts during bulk exports.

Map Lead and Contact fields

Use the Lead/Contact step to map Cognism person data to Microsoft Dynamics fields.

For each Cognism field, select the Dynamics field you want to map it to from the dropdown.

All standard, out-of-the-box Dynamics fields are supported.

Available Lead and Contact mappings

Cognism field	Description
First Name	Person’s first name
Last Name	Person’s last name
Email	Person’s primary email address
Company Name	Person’s company name
Job Title	Person’s job title
Office Phone	Person’s office phone number
Mobile Phone	Person’s mobile phone number
City	Person’s city
State	Person’s state
Country	Person’s country
Street	Company street address
Zip Code	Company postcode
Website	Company website
Industry	Industry the person works in

Map Account fields

Use the Account step to map Cognism company data to Dynamics account fields.

All standard Dynamics account fields are supported.

Available Account mappings

Cognism field	Description
Company Name	Company name
Company Alias	Company alias
Company Website	Company website
Number of Employees	Employee count
Industry	Company industry
Company Type	Organisation type
Company Country	Company country
Company State	Company state
Company City	Company city
Company Address	Company headquarters address
Company Postcode	Company headquarters postcode
Company Phone	Company headquarters phone number
Company Year Founded	Year the company was founded

Use static value mappings

Additional mappings let you populate Dynamics fields with static values.

Static values apply the same value to every exported record. A common example is mapping a field such as Lead Source to a fixed value like Cognism.

Set update rules for individual fields

Each mapped field includes an update rule.

You can choose to:

Apply if blank – Cognism updates the field only if it is empty
Always overwrite – Cognism updates the field every time you export or sync

These settings can affect reporting and data accuracy.

Expected results

After configuring field mappings:

Cognism exports data to the correct Dynamics fields
Existing records are updated based on your rules
Static values are applied consistently
Field visibility and edit access are controlled during Chrome Extension exports

Next steps

Test exports with a small number of records
Review update rules to protect CRM data quality
Align field mappings with your Dynamics data standards