Sitecore CRM Integartion using Data Exchange Connector- Contact Match Logic

Question

We are integrating CRM and Sitecore 9.0.2 using Dynamics Connector 2.0.1.

As per the default matching logic, The contact id's are matched from two systems to identify a contact. And based on Sitecore contact logic email id is our identifier.

We have a scenario where in a University, we have two contacts who are using same Email ID, i.e. Student and his Parents share an email ID where as they are identifies as different users in a CRM system using "First name, Last Name and Email" combination set.

Now the issue is if say a parent fill sin some details in Sitecore system using his child's email during the sync it can be a case the details of Child gets overridden instead of the Parent.

How can we handle this situation ?

Thanks, Sam

Answer 1

Use custom identifier in Sitecore which is a combination of FN+LN and Email.