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Lead, Contact, and Account fields are all linked to the Lead Liaison prospect profile. Lead Liaison and Dynamics will sync field data approximately every five minutes. If you've made a change to a field and have not seen a change, then it will probably update during the next sync. |
Import Records
Disabling incoming syncing of leads, contacts and accounts.
If you need to prevent MS Dynamics from importing your leads, contacts or accounts, you can disable the incoming sync for their records by following the steps below:
Navigate to Setup > Account > Settings
You can then disable syncing leads, contacts and accounts. This setting just affects incoming records, and will not affect outgoing leads to MS Dynamics.
Import Records Step
Click the orange Run Now button to import existing Lead, Contact, and Account data. The system will continue to sync records approximately every 5 minutes after the initial import. Depending on the size of your database, this may take some time.
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