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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Use a contact custom b...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Use a contact custom business card entity to manage Marketing needs

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Posted on by Community Member

Hello,

We have a specific need in Dynamics 365 Marketing App, our customer is using a custom entity "business card" to manage contact that have multiple roles and email address in different companies.

When our customer sends Marketing elements, Contacts should receive them on all their related business card Email address. Same for subscription list and landing pages.

In Dynamics 365 marketing App, Is their a way to switch from the default contact entity to "business card" entity?

If you have any suggestions or thoughts to other solution don't hesitate, it could be helpful.

Thanks,

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    Please refer to the following documentation to know about Scan Business Card feature in Dynamics:

    Scan business cards (Dynamics 365 Sales) | Microsoft Docs

     

    There is no need to create a "business card" entity.

  • Community Member Profile Picture
    Community Member on at

    Thanks for your reply, but business cards scanner dosen't solve the problem.

    The problem is about managing contacts that have multiple roles in different companies so multiple Email address also, this is why a "business card" entity was created.And now we don't know how to use it in Marketing App instead of Contact entity.

    Regards,

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