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Is there any way to prevent contact creation if the condition doesn't meet as what we define in Matching Strategy?

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Posted on by Audrey Amelia

Hi Experts,

In Dynamics 365 Marketing, is there any way to prevent create new contact from page submission if the condition doesn't meet as what we define in Matching Strategy?

As what I found, every time user submits data in marketing page, it will create record in entity msdyncrm_marketingformsubmission. This entity has field called msdyncrm_contactmatchingresult which determine whether Create or Update contact accordingly.

But requirement is, if there's no contact match, then don't create new contact. If match, then update contact as what they submit.

Is there any configuration in Form Submission? to enable/disable contact creation.

For example, Form A: only being used for update contact data. Form B: allow system to do contact creation if not match.

Thank you.

Audrey

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Audrey Amelia 65 on at

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RE: Is there any way to prevent contact creation if the condition doesn't meet as what we define in Matching Strategy?

Hi Nya,

Unfortunately, I'm using custom autonumber.

Anyway, thank you for your alternative solution.

Best regards,

Audrey

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Nya 29,050 on at

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RE: Is there any way to prevent contact creation if the condition doesn't meet as what we define in Matching Strategy?

Hi Audrey,

It cannot be achieved OOTB unfortunately.

You could consider to reset the auto numbering regularly.

Here is a relevant issue:

(+) Reset auto-number sequence number in CRM Online - Microsoft Dynamics CRM Forum Community Forum

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Audrey Amelia 65 on at

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RE: Is there any way to prevent contact creation if the condition doesn't meet as what we define in Matching Strategy?

Hi Nya,

Thank you for replying my question.

Yes, we can apply this way.

But unfortunately, our system has autonumbering mechanism for contacts record.

If we delete the contact, there will be some number are missing.

For example,

1. contact Jenny #0001 - manually created

2. contact Robby #0002 - manually created

3. contact John #0003 - created from page submission due to not match

4. contact John #0004 - created from page submission (accidentally submit 2 times)

5. contact Phil #0005 - manually created

6. contact Billy #0006 - created from page submission due to not match

---

if we delete contact from page submission then the numbering will be like this:

1. contact Jenny #0001 - manually created

2. contact Robby #0002 - manually created

3. contact Phil #0005 - manually created

---

what we expect is the number can be sequential

1. contact Jenny #0001 - manually created

2. contact Robby #0002 - manually created

3. contact Phil #0003 - manually created

---

I'm wondering if we use plugin to throw error so the system will terminate the contact creation, but somehow it's like not best way.

What do you think?

Regards,

Audrey

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Nya 29,050 on at

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RE: Is there any way to prevent contact creation if the condition doesn't meet as what we define in Matching Strategy?

Hi Audrey,

There is only the option "Allow form submissions without updating the contact or lead".

Reference: Do not create/update contacts or leads

However, you could try to create a workflow to achieve the similar effect.

Trigger the workflow when a contact is created.

As the source form field of contacts created from a certain marketing form will be populated automatically with the form, the condition for the workflow can be set as:

(Select the form which you'd like to use only for updating.)

Import the solution Dynamics 365 Workflow Tools into your environment and insert the Delete Record into the workflow.

After saving and activate the workflow, the contact created by submitting the form will be deleted soon after it is created.

And the updated contacts won't be affected.

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