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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a new account w...
Microsoft Dynamics CRM (Archived)

Create a new account while sync outlook contacts to D365

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Posted on by Community Member Microsoft Employee

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, 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.

Please advice. 

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Create a new account while sync outlook contacts to D365

    Thank you @Jagannath for your suggestion. Yes, there is a checkbox, If we enabled then only the accounts get created in D365.
    Here is the screenshot for that.
    4336.Screenshot_5F00_1.png

    Here are the references..

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-addin/user-guide/use-wizard-add-track-multiple-outlook-contacts

  • Verified answer
    Jagannath Profile Picture
    Jagannath 545 on at
    RE: Create a new account while sync outlook contacts to D365

    Before sync from outlook, means while importing the user need to check the checkbox.
    It will work .
    Thanks,
    Jagannath

  • Suggested answer
    Jagannath Profile Picture
    Jagannath 545 on at
    RE: Create a new account while sync outlook contacts to D365

    Hi Naveen,

    Are u using App for Dynamics 365 App for Outlook or D365 Outlook Client??

    Thanks,

    Jagannath

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Create a new account while sync outlook contacts to D365

    Hi Naveen,

    You can create a Async Workflow on Contact Entity on create event, which will check if account with name"Alphen House" does not exist it will create a new Account for you.

    Best Regards,

    Shahbaaz

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