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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Contact creation
Customer experience | Sales, Customer Insights,...
Answered

Contact creation

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Posted on by sandeepc 5,516

Hi,All

Need to create contact if contact does not exists

abc entity import
-> If contact exist CRM automatically create abc record
-> If contact does not exist then abc record creation will be failed. ->

hence Need to create contact if contact does not exists. how can we acheive this

any suggestions will be marked as verified

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,995 Moderator on at

    Hi,

    It can not be achieved by just importing the abc entity record using OOB Import wizard-

    You would first need to Import Contact file in Dynamics then import abc entity record file because OOn Import wizard will  not create new record if lookup record is missing.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    You can try the same using console app and console App will read data from Excel.

    And you add your business need in console app.

    Other way you can try by adding plugin in Prevalidation on abc entity and check the contacts record if does not exists then create it.

    Thanks,
    Pradeep.

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