Create new Leads for existing Contacts (Dynamics 365)

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Re: Create new Leads for existing Contacts (Dynamics 365)

Today, we use purposeful duplicates for this (see my reply here: Moving leads back through the revenue modeler ).  We're in the process of re-architecting this to minimize the number of long-term duplicates and works from "single record of truth" approach.

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Level 10 - Champion Alumni

Re: Create new Leads for existing Contacts (Dynamics 365)

BTW, as we're about to upgrade to 365 Online, we heard that Microsoft recently changed the authentication method for Microsoft Dynamics 365. As a result, Marketo’s integration user may fail logging into our customers’ CRMs. There is a P1 Jira ticket open for the engineering team who are working directly with Microsoft to resolve. No ETA yet. Are you experiencing this issue?

Re: Create new Leads for existing Contacts (Dynamics 365)

Hi Dan,

Might be worth a new thread

Philippe Delle Case

-Greg