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Customer Insights - Journeys forum
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Leads vs Contacts

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Posted on by 67

Important question. We were using the Leads module but due to it's bad design (only having one person & company per lead and how it is a different structure than Account/Contact) we are considering abandoning using Leads in favor of using Accounts for all companies with a field that categorizes the Account as Prospect or Customer. 

This solves a lot of usability challenges but to use Lead Scoring in the Marketing module a Lead is required. Overall this is a problematic and very complicated design how Microsoft treats Leads differently in Marketing than in Sales. 

We created a plug-in that will automatically create a Lead for every existing open contact and will then automatically create a lead (connected to the Contact) for every new contact that is created. This should give us all the necessary records to allow us to use only Accounts/COntacts in sales but also leverage the Marketing features (lead scoring). 

Can anyone think of anything we may be missing in this plan? Appreciate any input.

  • NJD365Partner Profile Picture
    67 on at
    RE: Leads vs Contacts

    The plugin we developed creates a lead automatically when a new contact is created. It links the lead and contact using the standard relationship (same as if you created the lead and manually linked it to a contact).

  • Suggested answer
    Jupiter Alappat Profile Picture
    235 on at
    RE: Leads vs Contacts

    Hi Partner -

    Please mark this the thread as answered if the Clofly's answer helped you . If not , let us know if you have any additional queries.

    Regards,

    Jupiter Alappat

    Dynamics 365 CE Engineer

  • cloflyMao Profile Picture
    25,194 on at
    RE: Leads vs Contacts

    Hi Partner,

    Do you mean that you created a new relationship to link Contact and Lead?(The default relationship between Lead and Contact is N:1.)

    You could refer to following articles to differentiate Sales leads and Marketing leads:

    The lead lifecycle (Dynamics 365 Marketing) | Microsoft Docs

    Market to leads (Dynamics 365 Marketing) | Microsoft Docs

    Regards,

    Clofly

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