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Customer experience | Sales, Customer Insights,...
Answered

To change the contact-matching strategy in Event Portal

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Posted on by 133

Hi,

We are using the Event portal to manage the event registrations. It seems the default setting of contact-matching is First Name + Last Name + Email, but with our CRM, we only check the email address to definie if the contact exists. 

We would like to know if it's possible to modify the contact-matching strategy like the functionnality of marketing forms?(https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-matching

Thank you in advance.

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  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi xhj45,

    Yes, we can create a new event administration settings record and use Email only strategy.

    https://docs.microsoft.com/en-us/dynamics365/marketing/events-settings#event-administration

    pastedimage1612148232935v1.png

  • xhj45 Profile Picture
    133 on at

    Hi Clofly,

    Thank you for the answer! It works well now.

    Besides, do you have any idea how can we update the first name and second name if the registration is from an existing contact?

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