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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / the field 'salutat...
Customer experience | Sales, Customer Insights,...
Suggested answer

the field 'salutation' is set automatically in Contact entity

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Posted on by magical Khachapuri 197

Hello everyone,

So I was looking into some stuff in CRM and I noticed that I have a field 'Salutation' on the contact entity.

I can see that in some cases it's populated.

I tried to see the audit logs but there is no sign of 'Salutation' field update with the values that are displayed in front of my eyes.

I have also tried checking all the dependencies of the field 'Salutation', but there is no process, sdk message or something meaningful that might be changing the value for that.

I have also searched the codebase with field logical name but still no luck there are no results.

So my question is:

Is this field 'Salutation' initialized by the system ? Where do I need to check for the values that are being set in here ?

After searching for hours I have found some Solutions that enable users to create mappings for salutation based on Gender and Country but it's not installed in my system, could there be something that's the same but OOB ?

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  • Suggested answer
    Joergen Profile Picture
    Joergen 455 on at
    RE: the field 'salutation' is set automatically in Contact entity

    Hi,

    salutation by default is just a plain text field and will not update automatically - at least as far that I know.

    There are different scenarios that can be used to fill the salutation field:

    1) Business Rule or JS on contact entity (e.g. based on country and gender)

    2) Mapping between e.g. Lead and Contact (during qualify)

    3) Classic Workflow or Power Automate

    4) Integration of e.g. some Marketing Module (either Dynamics or third party) that will provide salutation

    5) Field value provided during import of e.g. excel or csv files

    6) Interface to a third party system

    Best regards,

    Joergen

  • CRMJetty Profile Picture
    CRMJetty 3,512 on at
    RE: the field 'salutation' is set automatically in Contact entity

    Hi,

    Is the salutation value auto-set in all contact forms or specific forms?
    If in all contact forms, salutation value auto-set then you need to check in JS which is used in form submit event or contact related workflows.
    If in specific forms, salutation value auto-set then check into all business rules used for form or for salutation or gender fields.

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at
    RE: the field 'salutation' is set automatically in Contact entity

    Hi,

    Please check if the sync between CRM and Outlook is enabled.

    As long as the contact sync is turned on, the Salutation field on the CRM side will be synced to the Title on the Outlook side. This sync is not able to be turned off in the contact fields sync setting.

    An workaround is, instead of using predefined Salutation field, adding a new customized field to contact entity on the CRM side,  like "Name Prefix" or "Known As", use this customized field to store the extra part to avoid syncing to Title field.

    Here is a proposal from another user which you can vote for.

    Synchronization of Title (outlook contact) to Salutation (CRM contact)

  • Joergen Profile Picture
    Joergen 455 on at
    RE: the field 'salutation' is set automatically in Contact entity

    Hi Nya,
    I also thought about Outlook integration as a reason - but in the current mapping of the synchronized fields does not include the one mentioned in the ideas from 2012.
    The list of fields currently synchronized can be found here:
    What fields can be synchronized between customer engagement apps and Outlook? - Power Platform | Microsoft Docs

    Best regards,
    Joergen

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