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Customer experience | Sales, Customer Insights,...
Suggested Answer

Why can only contacts be used for marketing campaigns?

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Posted on by 40

It would be a frequent asked question, but it is still not really satisfying to manage marketing contacts(should be called leads in Sales app) and sales contacts by only using a flag option.

https://docs.microsoft.com/en-us/dynamics365/marketing/market-to-leads#keep-automatically-generated-contacts-from-confusing-users

Will the update of using lead entity directly for marketing campaigns be available in the future?

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  • Suggested answer
    Anthony Dong Profile Picture
    Microsoft Employee on at

    hi dear,

    thanks for reporting the issue to us. So far, there is no such plan to user lead entity for marketing.

    If you have any questions or concerns on this design, kindly please raise it here experience.dynamics.com/.../ .  Depending upon their justification and votes, MS may consider this in the upcoming releases.

  • Community Member Profile Picture
    on at

    This roadmap says it's coming in Aug 2021 as part of Wave 1
    Use customer journeys to target leads in addition to contacts - Dynamics 365 Release Plan | Microsoft Docs

    Business value

    The customer journey editor can now target customers who are represented as Leads, in addition to Contacts. This creates new, flexible avenues to reach customers in segments and journeys.

    Feature details

    • Target customers through Lead entities without creating a parent Contact.
    • Personalize messages by inserting dynamic content for Lead entities.

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