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Set value for a fied when contact is created from exchange server side sync

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Posted on by betlejuice

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Hi All!

We have setup a long time ago server side sync with our exchange server. All works fine. What my customer needs is for those contacts set a source named Email. So how can achieve that with a plugin? I need to fire a plugin on create action and check if the contact is creted by server side sync right?

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Hi betlejuice,

You can refer following link to check attributes of the contact entity:

contact EntityType (Microsoft.Dynamics.CRM) | Microsoft Docs

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betlejuice 2,139 on at

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Hi Leah! Thank you for your answer. I already look at the link before. I had not found any info about an attribute related with server side sync.

Do you know how to get these contacts via C#?

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Bipin D365 28,983 Moderator on at

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Hello,

Can you not reply on Createdby column, for contact records which are getting created from exchange server will have different User set in Created by column. so in you plugin you can differentiate based on this column.

Other option is to create a Two option field (Is Manual?) and set this field value to Yes from your Javascript code, so whenever record gets created from CRM, this will value Yes value otherwise No/Blank. This will work if you don't have any integration setup where Contact record is getting create and User is not using OOB import to create contact record.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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betlejuice 2,139 on at

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Hello!

Thank you for your answer! is SYSTEM user by default the createdby user for these records ?

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Bipin D365 28,983 Moderator on at

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Hello,

I can not comment on that because I don't have exchange setup on my instance but I think you can check on your instance the contact records createdby value and based on that you can write your plugin code.

Normally when user creates contact record from CRM UI the createdby value will have the logged user name.

If contact is getting imported from OOB import wizard then createdby will be same as the user who is importing the record

If contcat is getting created from the integration then createdby value will be same as user under which integration code is running.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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