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The statement from Microsoft is "Marketing uses Contacts to represent people and Leads to represent specific expressions of interest made by those people."
This makes sense for Outbound Marketing where you can only send marketing communications to Contacts, however, what does this mean for Real-Time Marketing, considering that RTM allows sending communications to both Contacts AND Leads?
What is best practice? Should the Contact entity continue to be used to store both prospects and sales-ready contacts, or, should there be a clear line where prospects are only captured as Leads and sales-ready contacts are captured as Contacts?
The out of box Form Matching for Leads is Email Address 1 and Marketing Page Id. This is fine for Outbound Marketing because you only market to Contacts.
When a form is submitted in RTM, a new Lead record is created for every submission so you end up with lots of Leads for the same person. Like I said, fine for Outbound Marketing but not for Real-time Marketing if you want to segregate your data.
What is the best practice for Lead Marketing in Dynamics 365 Real-Time Marketing?
Hi MMR,
To date, Dynamic 365 still recommends that you use contacts for marketing purposes.
Real-time marketing allows leads to be more involved in the marketing process, but all leads will be directed to contacts when the marketing purpose is achieved.
We can analyze different lead sources to determine which marketing model is more beneficial.
Please look forward to subsequent real time marketing updates.
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