Before you begin data sync between Dynamics 365 and the Conga Advantage Platform, you first identify and configure the objects that participate in the sync. This stage involves mapping Dynamics 365 objects to their corresponding objects in Conga, establishing the foundational connections needed for accurate and reliable data exchange.

Conga provides ready-to-use integration options that simplify the data mapping process. These pre-configured solutions help accelerate implementation. Dynamics administrators can map custom fields and entities to support specific business needs. The integration also allows dynamic data to populate standard and custom objects such as Accounts, Contacts, Quotes, and Contracts in Conga.

The Map Object table is a custom table designed to store mappings between Microsoft Dynamics CRM and the Conga platform. This table ensures accurate synchronization by maintaining a reference between corresponding tables in both systems.

The Map Field table is a custom table designed to store field-level mappings between Microsoft Dynamics 365 CRM and the Conga Advantage Platform. This table ensures that specific fields from CRM tables correctly correspond to fields in Conga platform tables, supporting accurate data synchronization.

The basic and minimum required objects and fields are shared as part of seed data. Once the solution is imported, you can either import required objects and fields using MS Excel or enter them manually.