Understanding and managing contacts
Contacts are the core focus of your company. These are all the most important people that you have registered. They are your customers, event participants, competitors, and every other person you need to keep track of. Let’s take a look at how we define a contact, how we create a contact, and how the contact form looks out of the box.
Defining contacts
In Dynamics 365, every person in your system is registered as a contact. However, in Dynamics 365 Marketing, you have to know who your marketing contacts are because they impact your licensing. If you’ve worked with Dynamics 365 for years, you might not agree with me. You might say that a person can also be just a lead. In the Microsoft world, a lead is an interest, not a person. A lead can be connected to an existing contact or create a new contact, but it always creates an opportunity when it’s qualified. Before you can know who your marketing contacts are, you need to...
