Skip to main content

Notifications

Announcements

No record found.

Customer Insights - Journeys forum

Using the Leads Entity

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

I am looking for any tips, tricks, best practices for using the leads entity. I would like to start uploading tradeshow leads and contacts from an external database into the leads entity. I suspect these leads (contacts) may already be in CRM under an existing account and/or the account exists so I’m wondering the quickest way I would add an existing or new contact to an account that exists under lead entity. Thank you!

  • Suggested answer
    Indika Abayarathne Profile Picture
    Indika Abayarathne 671 on at
    RE: Using the Leads Entity

    Quickest way is to create duplicate detection rules for the entities according to the way that you think it is duplication (e.g. First name and Last name / Email and Last name etc...). And then to import the records and check the successful and unsuccessful records after the import process.

    But if you can spend some more time on this import, SSIS or Scribe can be used to import it and you can added transform logic in between to ignore duplicate records.

    Hope this helps.

  • Suggested answer
    Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: Using the Leads Entity

    You can use the duplicate detection rules to check for any existing records of Leads / Contacts or Accounts.

    This will prevent the duplicate records from being created.

    Hope this helps.

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

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,187 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,966 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans