Dynamics Community Forum Thread Details

Lead Creation and Update Not Working

I have several forms using form capture that was working fine. It is supposed to match and update Contacts and Leads. I had "Generate Leads without Matching" flag set to No, and it would update a lead if it matched and create a new one if there was no match. All of the sudden, now when the form is submitted it does not create or update the lead record at all. It still creates and updates the contact record, but not the lead.

To temporarily get around this, I have to set the "Generate Leads without Matching" flag to Yes. So now it creates a new lead every time a form is filled out, instead of just updating the existing record.

Was there an update? Did something change? Seems like a bug.

Hi, Mongstone

"Generate Leads without Matching" is the switch to control the effectiveness of the “Lead matching strategy” which you select.

When it is set as Yes, it will always create new records of Lead, no matter how the matching strategy is set up.

When it is set as No, the exact effect depends on the matching strategy you select.

So you need to check the strategy by clicking it to go to the details of it.

By default, it is based on the above two fields to determine if there are already existing records. Only if both are consistent will the existing record be updated.

You can continue to use the current strategy, just add the fields from the current strategy to your form, so that the strategy can take effect to update existing records.