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Microsoft Dynamics 365 | Integration, Dataverse...
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Automatic Record Creation within Business unit

Posted on by 50

I am wanting to set up some Automatic Record Creation rules for a shared inbox, mostly this has been simple, however I have a question:

How can I ensure that Contacts/Accounts are created automatically in a Business Unit aware way?

What is happening is that when an email is received, if the people in the email already exist in Dynamics (anywhere in the organisation) they are used for the activity record.

I want people who exist in the activity owner's Business Unit only to be used. The owner of the record is a specific Business Unit's team, so shouldn't be able to "see" these other records.

Is this possible?

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