Preventing duplicate Contacts in a Dynamics 365 Sales + ClickDimensions setup.

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Posted on by Chime

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Hello Community,

We use Dynamics 365 Sales Hub integrated with ClickDimensions. Ops team sends a spreadsheet to Comms, Comms imports it into ClickDimensions, a marketing list is created, and campaign emails are sent from ClickDimensions.

The problem is duplicate Contacts. We want the system to recognise when a Contact already exists in CRM by email address, reuse that Contact, and still include the person in the marketing list. If the Contact does not exist, we want a new Contact created and then added to the marketing list.

Has anyone implemented this pattern successfully, and are there any ClickDimensions-specific caveats around matching existing Contacts, list membership, or duplicate handling during imports.

I look forward to hearing from the community.

Regards,
Chi

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Dynamics 365 Sales

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