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Customer experience | Sales, Customer Insights,...
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How to avoid re-mailing to the same person?

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I met a problem of the following nature - a marketing employee adds several marketing lists to one marketing company and wants to send an email, but these different marketing lists may have the same contacts with the same emails. How to avoid re-mailing to the same person? What would you advise me?

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  • Verified answer
    Sumeet_MSFT Profile Picture
    Microsoft Employee on at

    Hello Tim Karpenter,

    By default, duplicate detection is already enabled for Dynamics 365 Marketing.

    You can create duplicate detection rules to detect the contact with the same email address.

    Please refer this for more information.

    https://docs.microsoft.com/en-us/dynamics365/marketing/business-management-settings#import-data-and-manage-imports

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/306406/preventing-duplicates-when-adding-contact-to-marketing-list-via-workflow

    Hope this helps.

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

     

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