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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Event registration for...
Customer experience | Sales, Customer Insights,...
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Event registration form creating Leads

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Posted on by AH-24061335-0 29
Hi all, 
 

I hope you can help me with a question regarding lead creation from event registration forms.

I’ve configured the event form to create leads upon submission, and it’s working to some extent. However, only the name and email fields are being transferred to the created lead. Other information like company and phone number isn’t included.

1. How can I ensure that all relevant data—such as company and phone number—is mapped correctly to the lead?

2. Is it possible to configure the event registration to only create leads and not contacts?

3. Is it correct that the leads created through the event sign up does not respect the lead matching rules?

Thanks in advance for your help!

Categories:
Dynamics 365 Customer Insights - Journeys
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  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at

    • Field Mapping: Go to the Event Registration Form > Field mappings, and ensure custom fields like company and phone number are mapped to the Lead entity. Only mapped fields will transfer.

    • Lead Only (No Contact): By default, both Contact and Lead are created. To avoid contact creation, use custom Power Automate logic after submission to create only a lead and skip contact creation.

    • Lead Matching Rules: Correct—leads created via event registration forms bypass duplicate detection rules (lead matching). You’ll need custom logic to handle deduplication post-creation.

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