Exam MB-220 topic 4 question 3 discussion

Another question lacking clarity but to me it doesn’t make sense to import the list as leads before importing as contacts: 1. Assure the file in proper format 2. Import file as contacts with duplicate detection (Now we have a contact record for every lead we want to import) 3. Import file as leads (Setting the reference to those existing contacts on import) No need for any workflow. If you import leads first and we’re talking classic workflows, what workflow step do you think you can use to link the relevant contact to the lead? Update record, how do you set the contact record value dynamically, use the lead name and hope it resolves to the contact? Flow makes more sense as you could query for the existing contact before setting it on the lead. Given answer may be correct for the exam but just wanted to highlight why it is not an obvious answer.

Answer should be: 1. Assure the file is in the proper format 2. Import the file as leads 3. import the file as contacts (2 & 3 can be inverted) 4. use workflows to link contact and leads (easy since both have same data structure) Manually relating leads to contacts does not make any sense

I think Microsoft is trying to trick us all.. :) I think this question could have a few different solutions... Documentation shows Knightie's answer could be correct (using a workflow to link the Contact for orphaned Lead) - https://learn.microsoft.com/en-us/dynamics365/marketing/market-to-leads#automatically-generate-contacts-for-orphaned-leads Another option is to import Leads and Contacts separately (my preferred option) First import the Contacts, then ensure your Lead file includes the lookup to Parent Contact, populate this field. Then import Leads. (Since you've already imported all the Leads as Contacts, there will be no orphaned Leads) My answer: 1) A - Assure the file in proper format 2) D - Import file as contacts with duplicate detection 3) B - Relate each Lead to a Contact 4) C - Import file as Leads with duplicate detection

https://docs.microsoft.com/en-us/dynamics365/marketing/market-to-leads#automatically-generate-contacts-for-orphaned-leads The answer is correct, my points. 1. no need to import contacts, the it will generate in the workflow. 2. it will auto link if the system knows what to link. 3. those failed auto linked should let you have a chance to manual link them first.. cases like the contact is using English name but your Lead is using Chinese name... you can help by linking them up manually first. 4. Then let the workflow to generate the contacts and link them up.

The answer is correct because you can "Import leads from a file and then manually map each lead to a contact or account." as per this link https://docs.microsoft.com/en-us/dynamics365/marketing/lead-lifecycle

Nobody realises the contact records already exist in the system?

'Segments, customer journeys, and other Dynamics 365 Marketing features require that each lead has a contact associated with it. However, sales-driven setups may follow a different model, where leads are created as the first touchpoint, without necessarily having contact records associated with them. To solve this, you can use Dynamics 365 custom workflows to automatically generate and link a contact record for each new or existing unmatched lead record. To create the link, populate the parentcontactid field of each lead record with the GUID of the relevant contact record (this field is labelled as Parent contact for lead when you're designing a workflow in the UI). This field connects to the contact record through an N:1 relation called lead_parent_contact.' So shouldn't it be: 1. Assure the file in proper format 2. Import file as leads 3. Use workflow to link contact and leads

If I was undertaking this task I would complete the following steps: 1. Assure the file is in the required format and data exists for all required fields 2. Relate each Lead to a Contact (ensure Existing Contact is set) 3. Import the File as Contacts (get the parent record imported first, so that the value is there to set the Lead Existing Contact field) 4. Import the file as Leads (should now match without failure to an Existing Contact)

Im not 100% sure but I think the methods are: - assure data is in the proper format.. - Import the file as leads - Import the file as contacts - Relate each lead to contact This is a lot of manual work, though. With workflows you cannot do "batch jobs" as listing filtered records and updating them. Maybe with advanced flow.