Customer experience | Sales, Customer Insights,...

Does the MarketingOnly flag get set automatically?

(0) Share

Report

Posted on by Stephani

Hi,

We are using Form Captures. It looks like when a Contact/Lead is updated or created, the marketingonly flag is being set. Is D365 Marketing doing this by default? I do not see any documentation on it. If it is doing that, how do we stop it?

All responses (3)

Answers (0)

Suggested answer

Nya 29,058 on at

Like (0)

Report

RE: Does the MarketingOnly flag get set automatically?

Hi,

I have tried to reproduce your issue and found that the contacts which is generated from a marketing form (not just a capture form) will be set as marketing only.

There is a statement saying that “Use the marketingonly flag on the contact entity to differentiate the automatically generated (marketing-only) contacts from other types of contacts.” in the following section of an official documentation.

Market to leads (Dynamics 365 Marketing) | Microsoft Docs

However, there is no indication of when it takes effect.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya
Stephani on at

Like (0)

Report

RE: Does the MarketingOnly flag get set automatically?

Thank you, Nya. So the app *is* setting this field even though we did not ask it to? Do you know when this change went into effect?
Suggested answer

Nya 29,058 on at

Like (1)

Report

RE: Does the MarketingOnly flag get set automatically?

Hi,

It is true that there is no documentation that explicitly mentions this change.

To stop it, you can create a real-time workflow targeting at Contact or Lead entity.

If a record is updated / created and the field “Marketing Only” is set as Yes (value = 1), update the record with setting the value of “Marketing Only” as 0.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya