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Use the Marketing only field to identify automatically generated marketing contact records Dynamics 365 Marketing

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#contactrecords

#formmatching

#leadmanagement

#marketingform

#marketingonlyflag

Dynamics 365 Customer Insights – Journeys & Data

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Mar 1, 2023

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  • The article discusses the form-matching strategy in Dynamics 365 Marketing and how it determines which fields are used to find a matching record.
  • When a contact with the same email address is found, the record will be updated; otherwise, a new contact record will be created upon form submission.
  • The out-of-the-box Marketing Only Boolean field can be used to identify auto-created contact records. This field is populated by the system for contact records created through marketing form submission.
  • The Marketing Only Boolean field can be found in the Contact form under the Details tab, specifically in the Marketing Section.
  • The article suggests reading more on the "marketing only flag" for further information.
  • The main purpose of the form-matching strategy is to associate the form-matching record with a marketing form.
  • The article provides instructions on where to access the form-matching settings in Dynamics 365 Marketing, specifically under Settings, Lead Management, and Form Matching (Outbound).
  • The article concludes by sharing options to share the content through various platforms such as email, LinkedIn, Twitter, Facebook, and more.

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