The contact Events attended tab provides complete details of all event registrations and check-ins associated with this contact.The contact Details tab includes a section called Event information, where you can see basic information that was collected from the contact when they registered for an event.For more information about these features, see Data protection and the GDPR.Įvent information: Each contact record provides the following information about events the contact has registered for or attended: More information: Set up subscription lists and subscription centersĭata protection: The contact Details tab includes a section called Data protection, where you can see and set the data-privacy consent level granted by this contact, and also see whether the contact is a child and, if so, who their parent or guardian is. Subscription lists: The contact Details tab includes a section called Subscription lists, where you can see a list of each email subscription the contact has signed up for in Dynamics 365 Marketing. Use email engagement to view message interactions.) (This field is used by the email engagement feature of Dynamics 365 Sales. You can still use it in segmentation criteria, just like any other contact field. It has no effect of the functionality of the Marketing app, including its ability to track email interactions. Follow email: This field is often present, but is not added by Dynamics 365 Marketing.Contacts can set this option for themselves by setting a "remember me" check box on any marketing page that is set up to include the prefill feature. When set to Do not allow, all marketing pages (other than subscription centers) will present an empty form to this contact, even when the contact is recognized by the system.
More information: Set the legal designation to identify each message as either commercial or transactional It controls whether any Dynamics 365 app (including Marketing) can send any type of email to this contact, including both commercial and transactional messages.
More information: Set up subscription lists and subscription centers Contacts can adjust this setting themselves using a subscription center. When set to Do not allow, no marketing email messages will be sent to this contact. Bulk email: Controls whether Dynamics 365 Marketing is permitted to send marketing email messages from customer journeys to this contact.Important settings for Marketing here include: Marketing source information: The contact Details tab includes a section called Marketing, where you can see which marketing initiatives were responsible for generating that contact.Ĭontact preferences: The contact Details tab includes a section called Contact preferences, where you can see information about how that contact prefers to be contacted (or not contacted) by your organization. The contacts entity is common for and shared by most model-driven apps in Dynamics 365, but Dynamics 365 Marketing adds several enhancements to it, including: This brings to you a standard list view, which you can use to search, sort, filter, create, and delete your contacts. To view, create, or edit a contact, go to Marketing > Customers > Contacts. Most of your contacts will represent customers or potential customers, but you might also include partners or suppliers among your contacts, especially for events where you'll also typically include speakers, vendors, and sponsors in your contacts database. Other Dynamics 365 apps might treat these entities somewhat differently, instead focusing more on accounts or using leads that aren't related to any contact. And when you create a lead, you will also set a parent contact for that lead (or set a parent account, which itself relates to contacts). When you run a customer journey, your target segment will include only contact records.
They are the primary customer entity in Dynamics 365 Marketing. Read this topic to learn how these basic entities are used and affected by the Marketing app.Ĭontacts represent individual people. These fundamental business entities are shared by most model-driven apps in Dynamics 365, including Dynamics 365 Marketing. Three of the most important and common types of database records are contacts, accounts, and leads.