How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

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How I can identify record is created in ms crm by data load/exporting data from excel or by the form ? is there any out of Box field is there ? where the same user is uploading the data and creating the records from the Form side as well.

Okie as per my understanding, Correct me if I am wrong

1. if the user will export the records from Excel

2. User created a record from the From the side.

In both the scenario Created by field will be same as its done by same user. So How i can identify the two records who/How they created ?

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gdas 50,085 on at

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RE: How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

Hi Bhabani,

Unfortunately there is no OOB flag to identified this , but you can easily track by creating new field. Create one two option set field and make it hidden in the forms . Don not make required for this filed.

Trained user not to import anything in this field while import , so when you retrieve the data you will get the value always when the record created from form.

Hope this helps.
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

Hi Bhabani Prasad Panda,

There are no out of box features for identifying the records.
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MS CRM DYNAMICS 580 on at

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RE: How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

so there is no out of box feature to identify the records?
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Temmy Wahyu Raharjo 2,914 on at

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RE: How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

The easiest way is you create new attribute like new_fromform boolean. Then everytime user create using form, on Form_OnLoad and formType === Create, you set new_fromform = true. We don't that feature, so you need custom little bit to get the same result.
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

Hi Bhabani Prasad Panda,

You will need to set a flag field when migrating data.
gdas 50,085 on at

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RE: How I can identify record is created in ms crm by data load or by the form ? is there any out of Box field is there ?

Hi Bhabani,

I am sorry , could you please give little more details about your requirement.