Dynamics Community Forum Thread Details

Unifying Leads and Contacts to one Customer Profile with Customer Insights - Data

Hi!

I am trying to link multiple leads from dataverse to one customer profile in Customer Insights data.

Use Case:

Our business creates new leads everytime a form is filled out or an event registration is created. This means that sometimes the same customer has multiple records (Leads) in CRM. I would like to use Customer Insights data to unify all these leads + the Parent Contact (If there is one), so we can see all touch points from the different records on the Customer Profile.

I have tried to set it up, but I seems like one Customer Profile can only be linked to 1 Contact and 1 Lead. Does anyone know if it's possible to change the relationship so the Customer Profile unifies data from multiple Leads (if they have the same email)?

I have created a 1:M relationship between Contact and Lead to see if this would help, but it doesnt. Does anyone have a solution?
Thanks!!