Hello Everyone,
Today I am going to share my thoughts on generating leads that is linked with an existing contact in Dynamics 365 Customer Insights.
Let’s get’s started.
In Dynamics 365 Customer Insights – Journeys, businesses can generate leads while ensuring they are linked to an existing contact, preventing duplicate records and maintaining a unified customer view.
How it works?
1. Lead Capture:
Lead are generated through web forms, event registration, email interactions, or manual entry.
Capture lead data includes name, email, phone number, or company details.
2. Matching with Existing Contacts:
Dynamics 365 automatically checks for existing contacts in the system based on predefined criteria (e.g., email or phone number).
If a match is found, the lead is linked to the existing contact, ensuring continuity in engagement history.
3. Lead Processing & Qualification:
The lead is nutured through marketing campaigns, tracked interactions, and sales follow-ups.
Once qualified, it can be converted into an opportunity for sales teams.
Benefits:
Prevents Duplicate Date – Ensure a single customer record with linked interactions.
Enhanced Lead Tracking – Sales and Marketing teams get a 360-degree customer view.
Streamlins Sales Handoff – Leads are linked to contacts, enabling personalized follow -ups.
By automating lead-contact linking, organizations improve data accuracy, optimize lead nuturing, and enhance customer engagement within Dynamics 365.
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days