Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time

Two improvements to the Authgnosis CRM automation: new contacts now pick up their company's website automatically, and outreach emails are now timestamped by when they were actually sent. When a new contact is added under a company that already has a website on file, the contact now inherits that website automatically. Every existing contact was […]

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Two improvements to the Authgnosis CRM automation: new contacts now pick up their company's website automatically, and outreach emails are now timestamped by when they were actually sent.

  • When a new contact is added under a company that already has a website on file, the contact now inherits that website automatically. Every existing contact was backfilled the same way in one pass, so the field is populated across the board rather than left blank.
  • The inheritance only ever fills a blank – it never overwrites a website that was entered by hand.
  • The 'last contact' engagement timestamp for emails now uses the true send time, rather than a less reliable field that could record midnight. The record now reflects when outreach actually happened, down to the minute.
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