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Create a new Account option in Dynamics 365 integration

Have hurdles migrated your Contacts to specific Accounts in CRM using SyncApps?

Especially since SyncApps will reject a Contact because the Company name does not exist at the time of sync in CRM?

Here's the solution! Just follow these quick and easy steps:

  • Head to Step 1 of the integration Set Up.
  • Select the option "Create a new Account if the company name for the synced Contact does not exist at the time of sync in CRM."

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  • Once this option is selected, then please make sure that the "Microsoft Flow" is disabled so that it won't create any errors during the sync.
  • Please hit Save then Reset Sync Process and Resync.

Need some help?

Check out the options below on how you can contact our Support Team and find the answers you need to help you with your SyncApps integrations.

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