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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

User Titles Sync

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Posted on by 387

I may be crazy but it seems like some of my users titles can be updated directly in Dynamics and some will get overwritten by Active Directory?

Am I missing a setting or toggle for this?

I updated a lot of our users today and I noticed about half got changed back today?

Thanks,

Terry

  • LuHao Profile Picture
    40,888 on at
    RE: User Titles Sync

    Hi Terry,

    You could create a new field for User entity and add this field on the User form.

    The new field is used to indicate the user's job title in D365.

    pastedimage1611737662558v1.png

  • Mattw112b Profile Picture
    387 on at
    RE: User Titles Sync

    ok, but then why do some people get overridden and others do not?  All are in AD.

    Our IT department does not do a good job of updating information like this, I keep Dynamics pretty tight.  So I would prefer to manage this myself.  There's no harm in it as far as I can see?  If the company wants to call someone a "tier 1 guy" and I want to call them a "Support engineer" within Dynamics on forms, etc.  why would that be an issue?  In other words, seems like something that should be a setting and be my choice as the owner of Dynamics.

    Terry

  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: User Titles Sync

    Hi Terry,

    This is by design. Please do not change users titles from D365.

    If you are using Microsoft Dynamics 365 Online as your CRM solution, you might have noticed that it syncs some Azure Active Directory (Azure AD) fields automatically.

    ​Dynamics 365 Online leverages Azure AD fields to import information to users, e.g.:

    1. First Name;
    2. Last Name;
    3. Job Title;
    4. Address

    And, depending on your configuration, these Azure AD fields might be coming directly from on-premises Active Directory (AD), which means that any changes made in AD will go through all the way to Dynamics 365 Online!

    That also means that if you change a field in Dynamics 365 directly, that might get overwritten by the value in Azure AD in the next sync (usually every 15-30 minutes), so make sure you make that field read-only so users are not led to error.

    Recommended fields to keep as read-only in Dynamics 365:

    1. User Name;
    2. Title (Job Title);
    3. Address

    You can find more information on official Microsoft documentation: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/386022/info-azure-active-directory-attributes-that-are-synced-to-dynamics-365-cds

    (The above content comes from this article.)

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