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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales Leads not presen...
Customer experience | Sales, Customer Insights,...
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Sales Leads not present in the Marketing module

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Posted on by Arrina2000 5

Hi all,

My customer installed the Marketing solution on his existing Sales environment. When tryng to buils a segment, the Leads are not present. The Sales Leads are not present in the MArkting Environment at all. Only the Sales Contacts.

How can we surface the Sales Leads in the Marketing module? Is there a special configuration to go through?

Thanks,

Arrina

  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Sales Leads not present in the Marketing module

    Hi Arrina,

    Is Sales Lead a custom entity in your environment or does it just refer to the Lead entity?

    If it is a custom one, 

    you need to enable the Change tracking for the entity. 

    1. Open the Settings menu Image at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.
    2. Navigate to Settings > Customization > Customization.
    3. Select Customize the system (or select Solutions and open a solution if your entity is part of a solution).
    4. Find and select the entity you want to sync.
    5. On the General tab for the entity, select the Change tracking check box.
    6. Save and publish the change.

    And then add it into the Dataset configuration and publish the changes.

    pastedimage1649309942420v1.png

    If it refers to the Lead entity, it is supposed to exist in the Marketing app and be able to be used in segment by default.

    pastedimage1649310028589v2.png

    Maybe you could attach a screenshot to show more details.

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