{Do you know} Generate leads that link to an existing contact in Dynamics 365 Customer Insights

Today I am going to share my thoughts on generating leads that is linked with an existing contact in Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, businesses can generate leads while ensuring they are linked to an existing contact, preventing duplicate records and maintaining a unified customer view.

Lead are generated through web forms, event registration, email interactions, or manual entry.

Capture lead data includes name, email, phone number, or company details.

• Dynamics 365 automatically checks for existing contacts in the system based on predefined criteria (e.g., email or phone number).
• If a match is found, the lead is linked to the existing contact, ensuring continuity in engagement history.

• The lead is nutured through marketing campaigns, tracked interactions, and sales follow-ups.
• Once qualified, it can be converted into an opportunity for sales teams.

• Prevents Duplicate Date – Ensure a single customer record with linked interactions.
• Enhanced Lead Tracking – Sales and Marketing teams get a 360-degree customer view.
• Streamlins Sales Handoff – Leads are linked to contacts, enabling personalized follow -ups.

By automating lead-contact linking, organizations improve data accuracy, optimize lead nuturing, and enhance customer engagement within Dynamics 365.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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