Power Automate Exchange

Has anybody found a way of adding a contact into a static marketing list in Dynamics 365 CE using Flow?

I can list members of a marketing list but just cannot work out how to add contacts into a marketing list.

If anybody has got an idea if this is possible, I would appreciate it massively :)

Thanks,

Martyn

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Martyn Booth
CRM & Data Specialist
------------------------------

Hi Martyn,

You can search all your questions in the official forum of the community and post there if you do not find something that solves your doubt, the flow community is ready to help you.

I did a search for you:

Search - Power Platform Community

But today is not possible to add in marketing list, we have an ideia posted, please vote to priorize this in the roadmap: Add Lead or Contact to Dynamics 365 Marketing List using Flow


Best Regards,


------------------------------
Gustavo Moraes
Microsoft Flownaut
12981256195
------------------------------

Original Message:
Sent: Mar 18, 2019 11:12 AM
From: Martyn Booth
Subject: Add Contact to Dynamics 365 Marketing List using Flow

Has anybody found a way of adding a contact into a static marketing list in Dynamics 365 CE using Flow?

I can list members of a marketing list but just cannot work out how to add contacts into a marketing list.

If anybody has got an idea if this is possible, I would appreciate it massively :)

Thanks,

Martyn

------------------------------
Martyn Booth
CRM & Data Specialist
------------------------------

@Martyn Booth - What trigger are you using for your process?  I'm asking to see if it's feasible to use a workflow instead?

If not, somewhere in D365 there has to be a table which associates Contacts to Marketing Lists (I would think).  The trick will be to find that table to add a record there​.

If your trigger is outside of D365, maybe write a Flow which updates some record, and have a workflow trigger off of that field.

Just a thought.

------------------------------
Ed Gonzales
Marketing Manager
Hampton Products International
Foothill Ranch CA
------------------------------

Original Message:
Sent: Mar 18, 2019 11:12 AM
From: Martyn Booth
Subject: Add Contact to Dynamics 365 Marketing List using Flow

Has anybody found a way of adding a contact into a static marketing list in Dynamics 365 CE using Flow?

I can list members of a marketing list but just cannot work out how to add contacts into a marketing list.

If anybody has got an idea if this is possible, I would appreciate it massively :)

Thanks,

Martyn

------------------------------
Martyn Booth
CRM & Data Specialist
------------------------------

Hi Ed,

Thanks for your reply.  There is an entity called "listmembers" that hold the association between contacts and marketing lists, but I can only read from it, not add to it.  There might be a way but I can't figure it out.

I was planning on using a Scheduled Recurrence trigger to loop through an excel spreadsheet of contacts with email addresses and using flow to match them up in Dynamics and add them to a marketing list.

I use ClickDimensions with Dynamics 365, so as a workaround I've created an Event record, then added each contact as an Event Participant record.  Then, I can use a dynamic marketing list to add all contacts than have an event participation for that specific event.

Will have to wait until they release an add to marketing list connector in flow, I've voted for the idea in the previous comment so let's hope it gets picked up :)

------------------------------
Martyn Booth
CRM & Data Specialist
Martyn Booth
Newport WA
+447852832302
------------------------------

Original Message:
Sent: Mar 18, 2019 01:54 PM
From: Ed Gonzales
Subject: Add Contact to Dynamics 365 Marketing List using Flow

@Martyn Booth - What trigger are you using for your process?  I'm asking to see if it's feasible to use a workflow instead?

If not, somewhere in D365 there has to be a table which associates Contacts to Marketing Lists (I would think).  The trick will be to find that table to add a record there​.

If your trigger is outside of D365, maybe write a Flow which updates some record, and have a workflow trigger off of that field.

Just a thought.

------------------------------
Ed Gonzales
Marketing Manager
Hampton Products International
Foothill Ranch CA

Original Message:
Sent: Mar 18, 2019 11:12 AM
From: Martyn Booth
Subject: Add Contact to Dynamics 365 Marketing List using Flow

Has anybody found a way of adding a contact into a static marketing list in Dynamics 365 CE using Flow?

I can list members of a marketing list but just cannot work out how to add contacts into a marketing list.

If anybody has got an idea if this is possible, I would appreciate it massively :)

Thanks,

Martyn

------------------------------
Martyn Booth
CRM & Data Specialist
------------------------------

Martyn, I've not started using Flow yet, but as far as using a workflow to add Contacts or Leads to a Marketing List, if you have ClickDimensions, have you looked at this knowledge base article?  https://support.clickdimensions.com/hc/en-us/articles/115001166874-Update-Marketing-List-Workflow-Assembly

------------------------------
Jeff Henry
Application Manager
XTRA Lease
Saint Louis MO
314-719-0400
------------------------------

Original Message:
Sent: Mar 21, 2019 07:29 AM
From: Martyn Booth
Subject: Add Contact to Dynamics 365 Marketing List using Flow

Hi Ed,

Thanks for your reply.  There is an entity called "listmembers" that hold the association between contacts and marketing lists, but I can only read from it, not add to it.  There might be a way but I can't figure it out.

I was planning on using a Scheduled Recurrence trigger to loop through an excel spreadsheet of contacts with email addresses and using flow to match them up in Dynamics and add them to a marketing list.

I use ClickDimensions with Dynamics 365, so as a workaround I've created an Event record, then added each contact as an Event Participant record.  Then, I can use a dynamic marketing list to add all contacts than have an event participation for that specific event.

Will have to wait until they release an add to marketing list connector in flow, I've voted for the idea in the previous comment so let's hope it gets picked up :)

------------------------------
Martyn Booth
CRM & Data Specialist
Martyn Booth
Newport WA
+447852832302

Original Message:
Sent: Mar 18, 2019 01:54 PM
From: Ed Gonzales
Subject: Add Contact to Dynamics 365 Marketing List using Flow

@Martyn Booth - What trigger are you using for your process?  I'm asking to see if it's feasible to use a workflow instead?

If not, somewhere in D365 there has to be a table which associates Contacts to Marketing Lists (I would think).  The trick will be to find that table to add a record there​.

If your trigger is outside of D365, maybe write a Flow which updates some record, and have a workflow trigger off of that field.

Just a thought.

------------------------------
Ed Gonzales
Marketing Manager
Hampton Products International
Foothill Ranch CA

Original Message:
Sent: Mar 18, 2019 11:12 AM
From: Martyn Booth
Subject: Add Contact to Dynamics 365 Marketing List using Flow

Has anybody found a way of adding a contact into a static marketing list in Dynamics 365 CE using Flow?

I can list members of a marketing list but just cannot work out how to add contacts into a marketing list.

If anybody has got an idea if this is possible, I would appreciate it massively :)

Thanks,

Martyn

------------------------------
Martyn Booth
CRM & Data Specialist
------------------------------

Hi Martyn,

Did you ever find a way to do this?

I am looking to do something similar but it is hard to find the way to do it :)

Thanks!

------------------------------
Michael Justesen
Data Monkey / Analysis Shark
michael.justesen@gmail.com
------------------------------

Original Message:
Sent: Mar 18, 2019 11:12 AM
From: Martyn Booth
Subject: Add Contact to Dynamics 365 Marketing List using Flow

Has anybody found a way of adding a contact into a static marketing list in Dynamics 365 CE using Flow?

I can list members of a marketing list but just cannot work out how to add contacts into a marketing list.

If anybody has got an idea if this is possible, I would appreciate it massively :)

Thanks,

Martyn

------------------------------
Martyn Booth
CRM & Data Specialist
------------------------------