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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Matching strategy - ei...
Customer experience | Sales, Customer Insights,...
Answered

Matching strategy - either update a contact or create a new lead

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Posted on by Megancs98 61
Hello, 
 
Is it possible to set a matching strategy on a form that updates a contact if there is an existing contact with the same email address, and if there is not an exsisting contact then a lead will be created?. Also Is this available in either outbound or real time?
 
thanks!
  • Megancs98 Profile Picture
    Megancs98 61 on at
    Matching strategy - either update a contact or create a new lead
    Thank you Leah. This was the answer I needed; 
    However, it can't create a new lead if there is not an exsisting contact, it only can create new contact.
    --In a strategy, we can only select one target entity, either a contact or a lead, which is why it's not possible.
     
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Matching strategy - either update a contact or create a new lead
    Hi Partner,
    This feature is available in either outbound or real time, but  the settings are not in the same place.
    OBM:
    Go to Settings > Lead management > Form matching(outbound marketing)
    RTM:
    Go to Settings > Customer engagement > Form matching strategy
    However, it can't create a new lead if there is not an exsisting contact, it only can create new contact.
    --In a strategy, we can only select one target entity, either a contact or a lead, which is why it's not possible.
    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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