Field mappings determine which Cognism data is transferred into Microsoft Dynamics 365 when Leads, Contacts, and Accounts are exported. You can customise these mappings to match your Dynamics data model and control how existing records are updated.
Field mappings are configured centrally in the Cognism Web Application and apply to all users in your organisation.
Before you begin
Before configuring field mappings:
- You must be a Cognism Administrator.
- The Microsoft Dynamics integration must already be connected.
- You must be signed in to Microsoft Dynamics.
Open the field mapping settings
- Click your profile avatar.
- Select Settings.
- Open Integrations.
- Locate Microsoft Dynamics.
- Click the Settings (cog) icon next to Log Out.
From here, you can configure your General Settings, Contact mappings, Account mappings, Update Rules, and Export Settings.
General Settings
The General tab controls how Cognism exports records to Microsoft Dynamics.
Update Rules
Update Rules determine what happens when Cognism finds an existing Lead, Contact, or Account during export.
You can choose to:
- Update the existing prospect and related Account.
- Do not update existing records.
Syncing Rules
Syncing Rules determine how new prospects are created in Microsoft Dynamics.
You can choose to export records as:
- Leads and Contacts
- Leads only
- Contacts only
These settings apply to all users in your organisation.
Contact Field Mappings
The Contact tab allows you to map Cognism person data to Microsoft Dynamics Lead or Contact fields.
Common mappings include:
- First Name
- Last Name
- Company Name
- Job Title
- Office Phone
- Mobile Phone
- City
- State
- Country
- Street
- Postcode
- Website
- Industry
You can also map Cognism data to custom Microsoft Dynamics fields. For example, many organisations create a custom field such as cognism_source to identify records created through Cognism.
Account Field Mappings
The Account tab controls how company information is exported to Microsoft Dynamics.
Common mappings include:
- Company Name
- Company Alias
- Website
- Number of Employees
- Industry
- Company Type
- Country
- State
- City
- Address
- Postcode
- Phone Number
- Year Founded
All standard Microsoft Dynamics Account fields are supported.
Update Rules
For each mapped field, you can configure how Cognism updates data during export.
You can choose to:
- Populate the field only if it is currently empty.
- Overwrite the existing value with the latest Cognism data each time the record is exported.
This allows you to control whether Cognism enriches missing information or continually refreshes existing records.
Export Settings
For individual field mappings, additional export options are available.
These include:
- Read Only – Prevents users from modifying the mapped field during export.
- Visible – Controls whether the mapped field is displayed in the export window.
These options help standardise exports while allowing administrators to control which fields users can view or edit.
Best practice
Before making the integration available to all users:
- Review your Contact and Account field mappings.
- Confirm that all mapped fields correspond to the correct Microsoft Dynamics fields.
- Verify your Update Rules.
- Review your Syncing Rules.
- Test the configuration by exporting a small number of records.
- Confirm the exported data appears as expected before performing large exports.