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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CRM Analytics
Customer experience | Sales, Customer Insights,...
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CRM Analytics

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Posted on by CU26060404-1 6
Hi,
 
I am new to CRM & Dynamics 365.
 
I am looking for a breakup of all my contacts from a source perspective.
The source related fields are not populated and the account table is empty.
 
How can I get this information? Which tables can get me this information?
Categories:
Dynamics 365 Customer Insights - Data
Microsoft Dynamics CRM
I have the same question (0)
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at
    1: Identify the Source Field
    1. Check Contact Table (contact) for a field like:
      • Source, Lead Source, Originating Lead, or Created From.
      • Common fields include:
        • originatingleadid – links to Lead if contact came via Lead.
        • createdonbehalfby – indicates who created the contact.
        • createdby – shows the user/system who created the contact.
        • ownerid – shows current owner (may reflect channel indirectly).
    2. If these fields are not populated, that means the data source isn't being tracked properly.

    2: Trace Contact Creation Sources
    If originatingleadid is used:
    • Query the Lead (lead) table and link it with Contact (contact) using:
    SELECT c.fullname, l.leadsourcecode, l.subject
FROM contact c
LEFT JOIN lead l ON c.originatingleadid = l.leadid
     

    If not using Leads, check for:

    • Custom fields like Source Channel, Imported From, etc.
    • Audit logs if available – to track imports vs. manual creation.
    3: If Data Is Missing
    • Implement a process to populate a “Contact Source” field at the time of import, form submission, or manual creation.
    • You can create a custom option set or text field named Contact Source, and populate it via:
      • Power Automate
      • Plugins
      • Marketing Forms (if using Dynamics 365 Marketing)

     

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