Create a new account while sync outlook contacts to D365

Question

I want to create a new account record while syncing outlook contacts to D365.

Example: In outlook, I have a contact with following details.

( Name: Cathon Cook, Account: Alphen House, Mail:cook@gmail.com)

When I go and import this contact to D365 from outlook, the only contact is creating. That is fine but I want to create an account (with a name: Alphen House) If the Account/Organization with that contact does not exist in the account record.

score 1 · Answer 1 · answered May 16 '18 at 14:29

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You can do this with a plugin - register it to run on the create of the contact record, check to see if the matching account exists, and create the account if it does not.

answered May 16 '18 at 14:29

Matt

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Thank you @Matt. Can't we implement with out of box functionality? – NaveenGNK May 17 '18 at 08:47

score 0 · Answer 2 · answered Aug 21 '18 at 01:48

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Create a workflow against the contact entity. You can then add a step to check if the contact's account field has a value then create an account record.

answered Aug 21 '18 at 01:48

Alessi

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Create a new account while sync outlook contacts to D365

2 Answers2