web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Event registrants only registrate as a lead not a contact

(1) ShareShare
ReportReport
Posted on by 534

Is it possible to registrate as only a lead for a event instead as a contact.

Now with the update you can choose to also create a leads from contacts but we want only to create leads because we do not want to have all contacts in the databse

I have the same question (0)
  • Suggested answer
    Jonas Velling Profile Picture
    142 on at

    Hi Jetj25,

    As soon as a contact/lead is generated using the marketing application there will be a contact record created, as this is how the marketing cloud is functioning. Without the contact record you would not be able to interact with them through the application (sending emails, use segments etc.).

    I do not believe it's technically possible to use the OOB features of the marketing application without generating a contact record.

    This documentation page explains how the functionality is build: docs.microsoft.com/.../manage-customer-information

    Hope this helps.

    Regards,

    Jonas

  • Jet25 Profile Picture
    20 on at

    Ok found it, then i have the following question we have an event where we want to invite contacts of an other partner company. We have a contract for grpd compliance for inviting them.

    We do not want these contact in our database in crm just only for the event registration and webportal function so they can submit for sessions. After the event we do not need them to be in our database.

    Any ideas how to solve this

  • Jonas Velling Profile Picture
    142 on at

    Hi Jet25,

    As soon as you import these contacts and use them in the application or they interact using the application (forms, events, etc.) then they will count as an active contact in your marketing contact database.

    You could setup a deactivation/deletion flow after completion of that particular event, however, they will stay inside the contact database for a number of months. A Marketing Contact is active in your whole license period - you can only downscale your number of contacts by contract renewal on your Dynamics Marketing license.

    Refering to Dynamics 365 for Marketing license guide:

    mbs.microsoft.com/.../Dynamics365LicensingGuide.pdf

    Microsoft FAQ:

    docs.microsoft.com/.../setup-troubleshooting

    If this answered your question, please mark this as verified.

    Regards,

    Jonas

  • Jetj25 Profile Picture
    534 on at

    create-and-nurture-leads.jpg

    Hi Jonas,

    A lot of our customers with D365 use several marketing list with only leads, this is generated from the contact form of the website. With other marketing tools they can send an email to leads without connecting the lead to a contact.  One of our client is confused, they can create segments or marketing lists with leads in the marketing app only they can not send them an email.

    Even on this page https://dynamics.microsoft.com/en-us/marketing/capabilities/ the image lets the customer think that it is possible

    I've submitted it for a change hope it will get a lot of votes

  • Jetj25 Profile Picture
    534 on at

    You say you can only downscale your number of contacts by contract renewal on your Dynamics Marketing license. This is true but this is on monthly base so it is not a problem

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 137 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans