web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Real-time journeys and merging contact records?

(0) ShareShare
ReportReport
Posted on by 7
We're having issues with journeys and contact merging:
 
1) on Trigger-based journeys (for example, Event Registration Created), a contact fills out a form on the website. Let's say they use an alternare email address, so Dynamics creates a new contact record, which subsequently starts down our event journey. Some time later, the customer service person notices that a duplicate record was created, and merges the new record with the existing one. As expected, the event registration record moves over to the primary contact (is is not re-created, so the journey does not trigger). But the new record (which is now deactivated) drops out of the journey, and it seems that the only way to get the /old/ record onto the journey is to ask them to sign up again, creating a duplicate event registration... Is this a bug, or am I doing something wrong?
 
2) on Segment-based journeys, is the segment re-evaluated each time an email is sent? That could be a work-around for the problem above, we could just create a segment of people who are registered for an event, and then the next email would go the the correct contact... or not?
 
At the base of this is the question: What is the relationship between journey participants and contacts? Is there such a relationship? Could that be updated with a power automate flow, for example?
 
Thank you!
Klaas

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Syed Aqib Raza Profile Picture

Syed Aqib Raza 140

#2
ParthPatel249 Profile Picture

ParthPatel249 92

#3
11manish Profile Picture

11manish 88 Super User 2026 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans