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Microsoft

MB-280 · Question #33

You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales. You have configured Customer Insights - Journeys to create…

The correct answer is D. Go to business management settings and enable duplicate detection on leads based on email. Enabling duplicate detection on leads based on email is crucial for maintaining clean data while allowing for lead capture from both web forms and manual entry by sales users. By doing this, you can ensure that if a lead created at the conference via the web form has the same…

Ingest and manage data

Question

You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales. You have configured Customer Insights - Journeys to create leads from web form submissions. You also allow your sales users to create leads using the user interface. Your organization has recently hosted an event at a conference. You have a Customer Insights - Journeys web form to capture leads immediately at the conference. You expect sales users to enter lead information for prospects they meet at the event in the week after the conference. You need to keep your data clean while also capturing all the valid leads from the event. What should you do?

Options

  • AGo to the classic editor and remove Create permissions from the security group for sales users.
  • BGo to the form in Customer Insights - Journeys and update the form so that it can either create
  • CGo to the settings area in Customer Insights - Journeys and ensure the default form matching
  • DGo to business management settings and enable duplicate detection on leads based on email.

How the community answered

(36 responses)
  • A
    6% (2)
  • B
    25% (9)
  • C
    11% (4)
  • D
    58% (21)

Explanation

Enabling duplicate detection on leads based on email is crucial for maintaining clean data while allowing for lead capture from both web forms and manual entry by sales users. By doing this, you can ensure that if a lead created at the conference via the web form has the same email address as one entered by sales users, the system will recognize it as a potential duplicate and handle it accordingly.

Topics

#lead deduplication#duplicate detection#Customer Insights Journeys#lead management

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