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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Unexpected Validation Message When Using Lead Form Inside Customer Insights – Journeys

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 Unexpected Validation Message When Using Lead Form Inside Customer Insights – Journeys

"The lead has no contact or account assigned, lead score in outbound marketing are unavailable"
 
Environment:
  • Dynamics 365 Customer Insights – Journeys (Real-time Marketing)
  • Outbound Marketing is uninstalled
  • No active compliance profiles
  • Lead form used: standard/main Lead form
Issue Description:
We are encountering a validation message that appears only when a user creates a Lead via the main Lead form opened within Customer Insights – Journeys.
The same Lead form, when used in the Sales Hub, does not show this message.
We have confirmed:
  • No custom plug-ins are triggering this behavior
  • No JavaScript, form logic, or business rules are responsible
  • Outbound Marketing is fully uninstalled
We believe the message is being generated by internal Microsoft logic still active in the Journeys app context, possibly a leftover check from legacy lead scoring features that enforce Contact or Account presence.
Steps to Reproduce:
  1. Open the main Lead form from within the Customer Insights – Journeys app.
  2. Create a new Lead without linking a Contact or Account.
  3. Save or submit the form.
  4. A validation message appears (despite no form logic enforcing it).
  5. Open the same Lead form from Sales Hub — no message is shown.
Expected Behavior:
The Lead form should behave consistently regardless of whether it's accessed from the Journeys app or Sales Hub. No backend validation should occur for Contact/Account presence unless explicitly configured.
 
CIJ Lead Warning Msg.png
I have the same question (0)
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    7,835 Super User 2025 Season 2 on at
    Hello CU20051704-0,
     

    You've pinpointed a very interesting and likely accurate root cause: a residual validation check within the Customer Insights - Journeys (Real-time Marketing) app context that was relevant for Outbound Marketing's lead scoring but shouldn't be active now that Outbound is uninstalled.

    This kind of context-specific, internal validation can be tricky to troubleshoot because it's not tied to visible customizations like plugins, JavaScript, or business rules.

    Here's a breakdown of why this might be happening and how you might address it:

     

    Likely Cause:

    As you suspect, the Customer Insights - Journeys app likely still has some internal logic or components related to the legacy Outbound Marketing lead scoring features. This logic might be triggered when the Lead form is used within its context, even though Outbound is uninstalled. The check for an associated Contact or Account was crucial for Outbound lead scoring to function correctly.

    Since Real-time Marketing has its own, different mechanisms for lead qualification and scoring, this validation is now irrelevant and unexpected.

     

    Why it Doesn't Appear in Sales Hub:

    The Sales Hub app likely doesn't carry the same legacy context or triggers related to Outbound Marketing lead scoring, hence the consistent behavior you observe there.

     

    How to Address This (Since You've Ruled Out Customizations):

    Given that you've confirmed no custom logic is at play, the solution likely involves influencing the behavior of the Customer Insights - Journeys app itself. Here are your primary options:

    1. Raise a Microsoft Support Ticket (Recommended):

      • This is the most direct way to address what appears to be an internal, unexpected behavior within the product.

      • Explain the exact steps to reproduce the issue, your environment details (Outbound uninstalled, no active compliance profiles), and your findings that it only occurs within the Journeys app.

      • Microsoft Support will have the internal visibility to identify if this is a known issue, a bug, or an intended (though seemingly illogical in your scenario) behavior. They might be able to provide a fix or a workaround.

      •  

    2. Consider Minimal Workaround (If a Direct Fix Isn't Immediate):

      • Subtly Associate a Contact/Account (If Feasible): If the validation is strictly checking for any association, a minimal, perhaps even temporary, association with a Contact or Account upon lead creation within the Journeys app might bypass the message. You could potentially automate this with a simple Power Automate flow triggered on Lead creation specifically within the Journeys app, though this is a workaround, not a true fix.

      •  

    3.  

    Why Direct Configuration Might Be Limited:

    Because this seems to be internal validation logic tied to the app context, you're unlikely to find a specific setting within the standard customization interface to disable it. These kinds of checks are often embedded within the application's code.

    In summary, your diagnosis of a leftover check from Outbound Marketing within the Customer Insights - Journeys app context is very plausible. The best course of action is to open a support ticket with Microsoft to report this unexpected behavior. They will be best positioned to investigate and provide a resolution.

    Would you like me to help you frame the information for your support ticket?

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak

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