Dynamics 365 Marketing App - Contact-Lead management

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Posted on by Nicksoft2012

We are using Click Dimension at the moment for marketing operations and Click Dimension provide Marketing eblast on leads/contacts/accounts all. So the idea is out of 100 leads , may be 40 qualified and 40 contacts get generated. so other 60 leads are not associated with contacts at all. so if corporates wants to still reach out to those 60 leads , we can create marketing list based on leads and able to utilize eblast.

We are working on evaluating Dynamics 365 Marketing App and realize that Dynamics 365 Marketing allows only contacts for segmentations. So basically most marketing is focused on contacts. Segments can not be created on leads.

I wants to understand how corporates are dealing with e-blast on leads?

Does companies that are using Dynamics Marketing always keep some sync routine to create contact as soon as Leads are created to over come this issue?

or is there any way, we can still send e-blast to Marketing list with leads and track Dynamics 365 Marketing activities?

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Nya 29,064 on at

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Hi,

The only way to send Marketing Email to Lead is to set the "To address" of the email as a static expression and select the email field of a certain lead.

But I don't think you would accept this solution as it would require setting up and sending each email individually, which would add a lot of work.

Once you use the dynamic expression in the To Address field, you can only use the email address field in the Contact entity or in an entity that has a 1:N relationship with Contact.

So the best solution is still to generate a contact for each Lead, which you can achieve with workflow.

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