Create new Leads for existing Contacts (Dynamics 365)

[Dan_Stevens_]

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.

[Malcolm_Price1]

Hey Dan, did you ever get around the creation of leads in Dynamics for existing customers? Would be great to hear any succuss in this area.

[Dan_Stevens_]

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?

[Grégoire_Miche2]

Hi Dan,

Might be worth a new thread

Philippe Delle Case​

-Greg