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Microsoft Dynamics 365 | Integration, Dataverse...
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CRM Track option in Outlook is bypassing plugin data validation

Posted on by 11

I have an issue with the way the "Track" option on an email in outlook is automatically creating new contacts in CRM.

For GDPR we have added a new "mandatory" field on the contact to identify where this contact came from so we know who or what provided this contact to us.

For form level contact create we have a plugin running on pre-create to stop the action if the field has no data , and all other automated routes set values for this field.

When someone uses the "Track" option in outlook a contact is created, but without any data in our new field.

I am already assuming that getting a plugin to fire that blocks the contact create will cause other issues as the outlook sync is a background process, and the user is not actually interactiong with the email when the sync takes place.

Questions:

How can I get a plugin to run when the outlook sync process runs and creates a new contact - is there anything special about the plugin registration mode that makes it different from the standard server side synchronous operation?

If I can get a plugin to fire at this point, is there any information within the pre-create data that explicitly identifies this action as being caused by the outlook track option - if there is I may be able to use a post create action to update the contact after it has been created BUT this can only happen if I know exactly what process has triggered the contact create.

  • TheAndyGadget Profile Picture
    TheAndyGadget 11 on at
    RE: CRM Track option in Outlook is bypassing plugin data validation

    Ok, I will raise this with support.

    The plugin checks if message is a create and raises an InvalidPluginExecutionException if our field is not in the payload or the field is empty.

    We know the plugin works as every other process that causes a contact create is blocked if the new data is not present, but the Outlook Track button still manages to create a contact with this field left empty.

  • RE: CRM Track option in Outlook is bypassing plugin data validation

    You have a sync plugin registered for Contact Pre-Operation event, and it would throw out exception in case the new 'mandatory' field is null, it shall block contact creation if it meet the criteria.

    Whenever server receives the request to create a contact, no matter it's a sync request, or from backend processing, both of them shall follow the same Contact Creation Pipeline, which means, at Pre-Operation stage, your custom sync plugin shall be executed.

    If you can always reproduce this issue, i would suggest you to contact MS support.

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