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We market several products at the same time. A person may be interested in Product A and Product B that ran several marketing campaigns at the same time.
A lead for Product A may download a brochure from our website, then sign up for an online event, then also respond to a discount offer ad. The same lead can also do the same for Product B. So with this scenario in our current D365 setup, this lead will appear 3x for Product A, and will also appear 3x for Product B.
How do we make it so that the lead will only appear 1x for Product A but will show that he downloaded the brochure, signed up for an online event, and also showed interest for a discount offer? And then we want to see him appear also in the list of leads for Product B with his responses to Product B's marketing campaigns also listed in a single record?
Right now, we see several duplicate lead records of the same person for Product A and we're getting hundreds of lead records per product. It's inefficient and wasting time of our telemarketers.
Hello,
It can not be achieved using OOB Duplicate detection rule.
You will need to write custom code in you plugin on Pre-operation of Lead create. Based on the data you would need to throw an appropriate exception for duplicate record/You could merge the details to existing Lead record.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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