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Dynamics for Marketing & Lead Orphans

  • 1.  Dynamics for Marketing & Lead Orphans

    TOP CONTRIBUTOR
    Posted 24 days ago
    Oh, the lessons we are learning in Dynamics for Marketing.

    Does anyone have first-hand experience with creating and connecting contact records from leads for the purpose of tracking in Dynamics for Marketing (DM)?

    For those of you unfamiliar with DM, the tracking feature works on contact records, so every lead must have an associated contact. This connection is outside the usual qualification process because there are times when we need to market to leads whom we have not yet qualified.

    Microsoft offers the following morsels of unhelpful documentation:

    Despite the title of the first section above, the description reads as if the contact record already exists. I know that a workflow or two is in my future (no thank you, Flow). I hope someone has worked through this scenario already and can provide some sage wisdom and pitfalls to avoid.

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    Patrick Wright, MCSE
    Senior CRM Administrator
    Cherry Bekaert
    Richmond VA
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  • 2.  RE: Dynamics for Marketing & Lead Orphans

    TOP CONTRIBUTOR
    Posted 24 days ago
    My plan is to create a contact for every lead I plan to use with D3654M and isolate them that way so I stay withing quota.
    Define the conditions for D3654M in a workflow and then you will need to check if the contact doesn't already exist and you can use Alex Shelga's brilliant TCS Tools for that.
    https://www.itaintboring.com/dynamics-crm/dynamics-crm-use-a-workflow-to-set-a-lookup/

    Creating the contact should then be pretty easy.

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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  • 3.  RE: Dynamics for Marketing & Lead Orphans

    GOLD CONTRIBUTOR
    Posted 17 days ago
    We aren't using leads but have run into a similar issue.  We intergrate all of our Employee records from our ERP system into a custom entity within Dynamics.  We will have to implement a workflow (or 2) in order to sync those employee records as contacts so we can include and track them in our Marketing efforts as well.  This allows us to track the number of employees vs. external contacts will be attending an event, which is important to the event managers and marketers throughout our organization.

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    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
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