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Outlook Contact's Account Validation RRS feed

  • Question

  • All our Contacts in CRM requires Account.    This has been configured for the contact entity and works well in CRM web. 

    How can I impose this validation for contacts created in outlook?  Somewhere I thought of reading that the CRM 4.0 version has the feature of validating the data before inserting into the database.  But that is not the case when do a test. 

    Note:  We are using CRM 4.0 (Rollup 9)

    Thanks,

    Sudhagar

    Monday, July 12, 2010 4:38 PM

Answers

  • I can't think of a way to enforce it. One thing you could do is have a workflow fire if a contact is created without an account and send an email/create a task etc.

    Leon Tribe 

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Saturday, July 17, 2010 9:04 AM
  • Another possiblity would be to write a pre-create plugin to validate this, which would fire when the contact is sync'ed from Outlook. However, I don't think this provides an effective way to give feedback to the user, so I'd probably go with Leon's approach


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, August 5, 2010 11:11 AM
    Moderator

All replies

  • I can't think of a way to enforce it. One thing you could do is have a workflow fire if a contact is created without an account and send an email/create a task etc.

    Leon Tribe 

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Saturday, July 17, 2010 9:04 AM
  • Another possiblity would be to write a pre-create plugin to validate this, which would fire when the contact is sync'ed from Outlook. However, I don't think this provides an effective way to give feedback to the user, so I'd probably go with Leon's approach


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Thursday, August 5, 2010 11:11 AM
    Moderator