Hi Wahaj ,
I am afraid I might have to ask for your help !
So i been looking into this ,
Its more than 10000 contacts divided into 5 folders in my outlook , i need to sync them with dynamics .
I understood creating view part according to new custom field for folders."
but how to make a flow for contacts tracking to dynamics , i will select all contact in outlook and then track to dynamics options , how to make a flow at that stage?
[quote user="Wahaj Rashid"]
Hi,
I'm afraid, Dynamics 365 do not categories contacts based on the Outlook folders.
However, i have a suggestion in mind.
We can mimic the rules using processes in D365.
Let me take an example:
User X manages multiple accounts from spanning over different states/provinces. User X would like to categorize contacts based on State/Province when Synced to D365 from Outlook.
Here are the steps:
- Add an optionset field (dropdown) to the Contact entity with having all your categories.
- Create a Process (workflow), which triggers on Create of a Contact.
- Add conditions to check the state, for example:
- If Address State equals TX then Update Contact and set Category A
- If Address State equals NY the Update Contact and set Category B
- Else Update Contact and set Category X
- Create several views (for each category) by apply filter on Category option set.
Once process is activated, any new contact synced (created) will be set to a certain category as per conditions (rules) in the process.
This just an example, you can categorize based on any field or condition on contact or even related entities (e.g. account). And in your contact views, you can select a particular view to see contacts from a category.
Hope this helps, let me know if you are not familiar with processes.
Best,
Wahaj
(if it helps, mark it verified)
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