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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Contacts to Leads or L...

Customer experience | Sales, Customer Insights,...

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Contacts to Leads or Leads to Contacts approach

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Posted on by Hamid Hassan

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Hi,

What will be the best flow for marketing, Currently I am importing accounts and contacts. Then adding those contacts in segments and sending emails and creating leads from those contacts.

If I want to upload Leads and send them email and then create accounts and contacts from there.

what will be the fine approach ?

Regards,

Hamid Hassan

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Carlo Velasco 787 on at

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Hi

It is important to to clarify that if you are using Dynamics for marketing, the correct approach would be to create contacts first, because contact is the only entity supported for segments and sending emails from Dynamics for marketing.

https://docs.microsoft.com/en-us/dynamics365/marketing/segmentation-lists-subscriptions

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