Hi,
I am working on launching a lead scoring model but we do not have leads and contacts mapped in the system (leads dont have associated contact records), which means I can't score any of the existing data at its current form. What we were planning to do was to import a batch of existing contacts as leads and map them to their existing contact record. But not sure how to do that, is there a way for me to import a batch of leads and match them to their existing contact record by email address or another field?
You don't need to use flow (power automate) in order to do an initial data population. You can do this using flat files (.csv ONLY!) with the data correctly setup so that D365 makes the appropriate 1:N and N:1 relationships for you. This is done through the import data wizard:
The "trick" if you will is to have the flat files with the data setup properly bundled together in a zip file. Then, instead of just importing data to one table/entity, you will be importing to multiple at the same time and you will map those relationships in the import data wizard.
So, for instance, you need to relate (map) leads to contacts and have the scoring data you've defined added to those lead/contact pairs. Thus you would have a 'leads' file and a 'contacts' file in the zip. When you go through the wizard, you will choose the appropriate lookup field for each of them. Again, make sure you have those references in your files. For instance, you have a lead "John Smith". In the Leads file, you will add a column for that John Smith record that contains John Smith again but will be mapped to the Contact table/entity. Same thing in the Contact file. So, you will make those associations in the wizard and D365 will upload the data in pairs doing, essentially, an 'apply to each' function. Here's an example screenshot doing it with Accounts and Contacts:
Does that help?
Hi Bhuvan,
Thanks for your message. Could you please clarify if I need to go to 'Lead mappings' and then to '1:N relationships' to create a flow or is it a workflow that you are talking about? Sorry might be stupid question but I'm new to Dynamics so not quite familiar with it yet.
Thanks for your help!
Best,
Elli
Well, apparently there is an internal way to map using lead mappings. Lead mapping using Flow is very easy though. That's how we did the mapping.
Steps:
Create a flow with the trigger - On New Lead (create) -- lookup contact -- if found -- update lead (use the found contact) associate contact.
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