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Important question. We were using the Leads module but due to it's bad design (only having one person & company per lead and how it is a different structure than Account/Contact) we are considering abandoning using Leads in favor of using Accounts for all companies with a field that categorizes the Account as Prospect or Customer.
This solves a lot of usability challenges but to use Lead Scoring in the Marketing module a Lead is required. Overall this is a problematic and very complicated design how Microsoft treats Leads differently in Marketing than in Sales.
We created a plug-in that will automatically create a Lead for every existing open contact and will then automatically create a lead (connected to the Contact) for every new contact that is created. This should give us all the necessary records to allow us to use only Accounts/COntacts in sales but also leverage the Marketing features (lead scoring).
Can anyone think of anything we may be missing in this plan? Appreciate any input.
The plugin we developed creates a lead automatically when a new contact is created. It links the lead and contact using the standard relationship (same as if you created the lead and manually linked it to a contact).
Hi Partner -
Please mark this the thread as answered if the Clofly's answer helped you . If not , let us know if you have any additional queries.
Regards,
Jupiter Alappat
Dynamics 365 CE Engineer
Hi Partner,
Do you mean that you created a new relationship to link Contact and Lead?(The default relationship between Lead and Contact is N:1.)
You could refer to following articles to differentiate Sales leads and Marketing leads:
The lead lifecycle (Dynamics 365 Marketing) | Microsoft Docs
Market to leads (Dynamics 365 Marketing) | Microsoft Docs
Regards,
Clofly
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