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I want to bulk-create records for my custom activity entity based on all members in a marketing list. I have tried to archive this by building a workflow but I can not find out how it should be done. The members is always only Accounts.
Your help is very much apprechiated!
Please refer below link for your help:
Marketing List has an field "Targeted At" (Marketing List Member Type) that define its member entity.
The members of a Marketing List can only be one entity, such as Account.
This is why the members is always Accounts when you are building a workflow.
In addition, the marketing list members are actually the customer type entities, such as Account, Contact, so we need to select Account or Contact or other entity when new workflow.
We need to create a workflows for each Member Type. For example, if you have three Marketing List, one whose members are accounts, one whose members are contacts, one whose members are leads, then we need to create three workflows, one entity is account, one entity is contact. one entity is lead.
Here is a on-demand workflow for Account. The To field is filled with the dynamic value of Account.
Activate this workflow.
Open Advanced Find, search for Accounts, select filter to (Related) Marketing Lists Contains Data, then select the Marketing List you want to bulk-create records.
Click Result, then select all records and click Run Workflow. Select the workflow you created.
If Marketing List Member is another entity, then create a workflow for this entity and then search for the record of this entity in Advanced Find, and finally run the on-demand workflow.
Thank you for your detailed explanation!
Is there a way to run the workflow from my open marketinglist for the specific marketinglist members? I want to let the users do it easily and it feels like a "long way" for them to go in to advamced find to do it every time.
You can use Flow for this scenario. Let me know if you need more guidance to implement it.
Then you have to use Power AutoMate.
Due to the N: N relationship between the Marketing List entity and the customer type entity, we need to perform two traversal records, the first to traverse relationship entity records, and the second to traverse Contact records.
Please refer to this blog to understand it: https://community.dynamics.com/365/sales/b/crminogic/posts/retrieve-many-to-many-n-n-related-records-in-dynamics-365-using-microsoft-flow
The following are the steps of Flow, I have tested it, it can successfully create the custom activity records.
Wow thank you so much! And if it is only for Accounts i guess I just change the regarding field to Account.
Hello, I just created this flow to create Opportunities only for Accounts. But when I run it I get this error:
Did you create this flow by clicking "Create a flow" from the D365 Marketing List form?
In addition, please refer to this thread: powerusers.microsoft.com/.../548796
I created it in the solution. But i tried to create a new one from the marketinglist form, I could start the flow but it gets stuck like this:
And also I realised when I should run my flow I get this window:
Does it men that I need to select which ones I want to run the flow for? I need to be able to run for all since it could be quite a lot of Accounts in the members list.
My flow looks like this:
I left the flow running and it has been completed after almost 15 minutes...
created a lot of empty opportunities. it is strange since I only have 3 Accounts in my Member list on my marketing list so something must be wrong in my flow...
In the apply to each step there are 189, but i only have 3 in my marketinglist...
Note: we will only use this flow when the member type is Account.
Would really apprechiate your help!
I found that my Flow screenshots did not show advanced options, so you missed some important configurations. I am sorry for this.
These are screenshots of Flow's complete steps, it is for marketing list of Account, and I have tested it.
In addition, after clicking "Create a flow" from the marketing list form, you will see the Run flow confirmation dialog box. Just click the "Run flow" button without any other operations.
I tried to run it but it fails in the last step:
This is the error message:
Do you recognize it?
Thanks in advance!
Could you provide the OUTPUTS messages for this step? like this.
Remember to hide your organization's url and private information.
In addition, could you please provide screenshots of your Flow steps again?
If the screenshots you are about to share involve private information, you could send me a private message in the community.
I have sent you an application to add friends.
If I set the Account Name instead of Account in the Regarding field of "Create a record", then this will cause the same error as you encountered.
Did you do this operation?
The Regarding field should be set to Account.
We need to add a Get record step to get fields of Marketing List, then add Brand field of Get record into Brand field of Create a new record.
Please refer to this flow.
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