web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Introducing our New Video Series: Community Spotlight
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
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,

I have the same question (0)
  • 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,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2026 Season 1

#2
Eugen Podkorytov Profile Picture

Eugen Podkorytov 26

#3
CU07021359-0 Profile Picture

CU07021359-0 23 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans