Objective

Integrate Microsoft® Dynamics with Coconut to provide staff members with the ability to sync and view appointments and clients in either application.

NOTE: Microsoft Dynamics is an optional add-on. Please connect with your Customer Success Manager to get started.

Steps

From the Field Mappings tab in Coconut, you can modify existing field mappings, add new field mappings, or import new field mappings for your integration.

NOTE: You can map a Coconut field to multiple Dynamics fields, if desired. For example, a Coconut status to a Dynamics status and that same Coconut status to a Dynamics string or integer field.

Access and modify field mappings

To access the field mappings area of the Dynamics <> Coconut integration:

From the navigation menu, click Settings
From Integrations & API, click CRM
From the Field Mappings tab, select the desired field and mapped pair from the Coconut Software and Dynamics 365 dropdown lists
Click Save

Add a field mapping

To add a field mapping:

From the navigation menu, click Settings
From Integrations & API, click CRM
From the Field Mappings tab, click + Add Mapping
Select a field to be mapped from the Coconut Software dropdown list
Confirm the value for the mapped pair by selecting it from the Dynamics 365 dropdown list
Click Save

Import field mappings

To import field mappings:

From the navigation menu, click Settings
From Integrations & API, click CRM
From the Field Mappings tab, click Import Dynamics Fields

All fields for Leads and Appointments that meet the criteria are imported.

NOTE: Fields that do not meet all of the following criteria will not be imported:

IsValidForCreate is true
IsValidForUpdate is true
AttributeType is one of DateTime String Integer Memo Double State

NOTE: The field’s label will display in the language of the user authenticated with the integration.

Update field mapping translations

Field mappings can reflect a user’s preferred language in Coconut. To do this, you will need to enable the desired language packs in your Microsoft Dynamics environment.

For instructions on how to configure language packs, please refer to Microsoft’s documentation.

Once the desired language packs are enabled in your Microsoft Dynamics environment:

Navigate to your Coconut instance
From the navigation menu, click Settings
From Integrations & API, click CRM
From the Field Mappings tab, click Import Dynamics Fields

The following language packs are supported:

English
Chinese (PRC)
French
Korean
Polish
Portuguese (Brazil)
Russian
Spanish

Field Mappings Reference

Default Field Mappings

The following field mappings happen by default when the integration is connected for the first time. They are organized based on entity.

NOTE: This default field mapping assumes that your organization has not modified your Dynamics 365 environment.

Appointments

Coconut Field	Dynamics Field (Logical Name)
Appointment → Start UTC	Scheduled Start (scheduledstart)
Appointment → End UTC	Scheduled End (scheduledend)
Appointment → Status	State Code (statecode)
Service → Name	Subject (subject)
Appointment → Internal Notes	Description (description)

Leads

Coconut Field	Dynamics Field (Logical Name)
Service → Name	Topic (subject)
Client → First Name	First Name (firstname)
Client → Last Name	Last Name (lastname)
Client → Email	Email (emailaddress1)
Client → Cell Phone	Mobile Phone (mobilephone)

Available Coconut Fields

The following fields in Coconut are available for mapping to your organization’s Dynamics fields. They are organized based on entity.

Appointments

Label	Field	Type	Comments
Start UTC	start_utc	Date Time	n/a
End UTC	end_utc	Date Time	n/a
Status	status	Int	n/a
Internal Notes	notes	String	n/a
Meeting Method	meeting_method	String	n/a
Meeting Link	meeting_link	String	Default character limit is 100 characters. Coconut recommends increasing this limit to a minimum of 200 characters. To increase the character limit, please refer to Microsoft's documentation.
Booked By	booker_id	String	When booked by staff, returns the name of the staff member; otherwise states "Booked By Client"
Booked Through	booked_through	String	n/a

Clients

Label	Field	Type	Comments
First Name	first_name	String	n/a
Last Name	last_name	String	n/a
Email	email	String	n/a
Home Phone	phone	String	n/a
Cell Phone	cell_phone	String	n/a
Work Phone	work_phone	String	n/a
Language	lang	String	The value selected in the language selector in the client view when the client books the appointment; this is not to be confused with Attendee - Spoken Language
External ID	external_id	String	n/a

Service

Label	Field	Type	Comments
Name	name	String	n/a
External ID	external_id	String	n/a

Attendee

Label	Field	Type	Comments
Additional Details	notes	String	n/a
Booked By	booker_id	String	When appointment is created or updated without a client, an empty string is returned. When one or more clients are associated with the appointment, the full name of each staff member who added a client to the appointment is returned. If appointment is booked by client, "Booked by Client" is returned.
Booked Through	booked_through	String	n/a
Feedback	feedback.experience, feedback.rating	Text	Feedback provided on the appointment after completion. If an appointment is created or modified and no client is associated with the appointment, an empty string is returned. Otherwise, the booking channel used for each client added to the appointment is returned. If the appointment is booked by a staff member, the staff member's name is returned. Otherwise, "Booked by Client" is returned. Format: “<experience> (<rating>)” ex, “Great service (4.0)”
Spoken Language	spoken_language	String	When staff have spoken languages assigned, the attendee can choose a staff member based on a specific language, eg: “Anyone who speaks German”; Not to be confused with Client - Language

Location

Label	Field	Type	Comments
Name	name	String	n/a
External ID	external_id	String	n/a

Mapping Statuses

Appointment statuses in Coconut correspond to the following state codes in Dynamics.

Coconut Appointment Status	Dynamics State Code
Confirmed	Scheduled
Complete	Completed
No Show	Cancelled
Cancelled	Cancelled
In Progress	Scheduled
Served	Completed

Unmodifiable Field Mappings

The following field mappings cannot be modified.

Dynamics Field	Value
Appointment Owner	Appointment Owner is set as the staff member who is attending the appointment, if that staff member can be linked to in Dynamics by External ID; if no External ID exists for the staff member who booked the appointment, the Appointment Owner is set to the Dynamics user who connected the integration
Required (Attendees)	Each client attendee for an appointment is included in the Required field in Dynamics

Type Conversion

A field can only be mapped to another field if support to map to that type is available. At this time, the field types in Coconut are mapped to the following Dynamics field types.

Coconut Date Time -> Dynamics Date Time

Coconut String -> Dynamics String, Integer, or Memo

Coconut Integer -> Dynamics String or Integer