Auto-Generate a Default Account Name if the Company Name is Empty in Outlook

• By default, if a user sets the category for an Outlook contact to the Riva-provided category, the sync attempts to create the contact in the CRM.
  • If the Company Name field in the Outlook contact record is blank, the sync tries to match the new contact to an account with a website URL that matches the email domain of the contact.
    • If no match is discovered, the sync does not create an account and attempts to create a Null or orphan contact (a contact with no parent account) in the CRM.
      • If the target CRM does not support or allow null or orphan contacts, then the contact creation attempt fails.

Riva has an advanced option to auto-generate a default account name if the Company Name field is empty for the Outlook contact record. There is also an advanced option that supports uni-directional (CRM to Exchange) read-only synchronization to support those customers who want to enforce data management exclusively in the corporate CRM system.

To enable the auto-generation of a default account name:

1. Apply the following advanced options to the sync policy:

   Sync.Crm.AutoGenerateOrgNameIfEmpty = true (Enabled, auto-generate account names for empty Company Name field.)

   Sync.Crm.DefaultOrgNamePrefix = Desired value (Optional. Provide a prefix value.)

2. To apply the change to the sync, save the policy and restart the CRM synchronization service.

When these advanced options are enabled, auto-generated account names are created when the Outlook contact record has an empty Company Field record. The auto-generated account name has this structure: [Prefix] [ContactName] [RandomCharacters]. For example, if Sync.Crm.DefaultOrgNamePrefix = AutoRivaGenerated and a contact record for Ian Smith was created, the auto-generated account name would look like

AutoRivaGenerated IanSmith Ax349xcw

Tip: By using a defined Prefix value that begins with the letter "A", a user or CRM administrator could easily locate auto-generated account records in the CRM and modify them accordingly.

Applies to

• Riva On-Premise 2.4.22 or higher, for
  • Office 365;
  • Exchange 2016, 2013, 2010, and 2007 (EWS);
  • Gmail; and
  • Exchange 2003 (MAPI).