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Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega

Srinath Pega Profile Picture Srinath Pega 431

The Form matching page of the Settings, matching strategies to define how form submissions are matched to existing contacts or leads. The strategies are necessary when deciding to update an existing record or create a new one. A simple contact-matching strategy, for example, might be based on an email address alone. When a submission is received, Dynamics … Continue reading Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega


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