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We want to automate the adding of contacts (members) when a specific condition in flow was met.
I was able to retrieve the marketing list members of a specific list through flow but not adding a new member to the list.
Is there another way or workaround that we can do to automate the adding of members to a Marketing List?
Below is my create a record step that doesn't work.
I'm trying to reproduce your process, but my action/step tile is different from yours, and I didn't find listmember entity.
Could you share me more details about how did you add the form in your screenshot? Thanks.
You can add a custom input entity because not all entities on CDS will show on the dropdown list.
I also retrieved listmembers successfully and find that name attribute of all records are null as default.
However, it seems that name field is required to populate when perform the action that creatting listmember record.
You could try to perform it in a workflow in CRM if your specific condition could be meet in CRM.
There is a solution called D365 Workflow Tool, whch provides an OOB function/step to add a member to any marketing list.
If your action is trigger by when you receive an email from Outlook/Gmail, you should enable your mailbox with Server-side synchronization in CRM.
I was able to make it work using the HTTP with Azure connector and the AddListMembersList action from the Web API.
Below is the screenshot and the sample JSON payload to make it work.
We are so glad that your problem has been solved, and thank you for sharing the solution.
Have a good day. :)
Thanks. I've been trying to get this running the past couple days. Your're screenshot provided the last puzzle piece.
Seems like you cannot use the CDS Flow Action to write to the listmembers entity.
Solution provided by Ace Javier using the HTTP with Azure connector and the AddListMembersList action works fine.
I'm trying to achieve the same thing, but I have no idea how to write the json code.
I tried copying Ace Javier's code, but I'm getting the following error:
Can anyone help?.. I'm also trying to automate the process of adding members to a marketing list based on some criteria.
You need to make sure that you have specified the correct D365 environment (connection) on your HTTP with Azure AD connector.
Below is the JSON schema needed for the request.
"listid": "[Your List]",
"contactid": "[Contact ID/ Account ID]",
"@odata.type": "Microsoft.Dynamics.CRM.[specify entity type here]"
A big thank you from community for the great guidance provided on this topic!
Can you share some guidance on connection to an Azure app to get to this step? I'm familiar with Microsoft Graph API and setting up that app registration but this flow action is new to me. Thanks - this is the exact solution I need just need to figure out how to execute :)
You need to click on the ellipsis and then click on add a new connection under the Base Resource URL and AZURE AD Resource URI paste your D365 instance URL: 'yourorganizationurl.crmX.dynamics.com/'
What do you enter in "Azure AD Resource URI (Application ID URI)"? I have tried entering the "Instance Reference Information" for the CRM instance I am trying to connect to but I only get an error stating that "The resource principal named XXXX was not found in the tenant named YYY".
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