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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / To change the contact-...
Customer experience | Sales, Customer Insights,...
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To change the contact-matching strategy in Event Portal

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Posted on by xhj45 129

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.

  • xhj45 Profile Picture
    xhj45 129 on at
    RE: To change the contact-matching strategy in Event Portal

    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?

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: To change the contact-matching strategy in Event Portal

    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

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