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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Matching strategy for ...
Customer experience | Sales, Customer Insights,...
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Matching strategy for Contact with multiple emails

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Posted on by Megancs98 61
Hello community,
 
My client has an event registration form that matches contacts if the email address is the same. The problem is that some cantacs use multiple emails and sometimes sign up with one and other times with their other email. This creates a new contact but my client would like to have all event registrations under the same contact. Is there any way to make a form matching strategy that checks if the email they enter matches one of the emails on the contact?
 
Thank you!
  • Megancs98 Profile Picture
    Megancs98 61 on at
    Matching strategy for Contact with multiple emails
    Thank you very much for your help Leah! This answers my question :-)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Matching strategy for Contact with multiple emails
    Hi Partner,
    I now understand that you want the ‘or’ relationship to compare multiple email fields, but what the form matching feature can do is ‘and’ relationship.
    But we can't use the Matching strategy to get there, that's by design.
    Perhaps you could consider using power automate to automatically delete newly created contact records if a contact with the same email exists, and associate event registrations to the original contact.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     
  • Megancs98 Profile Picture
    Megancs98 61 on at
    Matching strategy for Contact with multiple emails
    Hi Leah, 
     
    Thank you very much for taking the time to answer my question. I am afraid this does not answer my question though. If I make the matching strategy liike you suggest the system checks if both emails match. But sometimes contacts only have one email and other times they have two. I would like the system to check if the email address they entered matches either email1 og email2 on the contact. 
    I hope you understand my question and can help me further. 
    Thank you!
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Matching strategy for Contact with multiple emails
    Hi Partner，
    You need create one new form matching and add all email fields of the contact, 
    In Marketing app, go to Settings > Lead management > Form matching to view, add new.
    --New form matching attributes:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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