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Is there way to figure out in a marketing list - on WHAT date each contact was actually added to that specific marketing list?
Are you talking about from the user interface or from the database? On the user interface, there are no attributes of the marketing list membership stored. It is a direct many-to-many relationship between the list and the list member. So, the date they were added to the list is not something you can report on.
Yes there is way.
You need to turn on CRM auditing on the marketing list entity and ensure that global auditing is turned on. Going forward, you will be able to see which contacts and when they were associated to a particular marketing list by viewing the audit history on the particular marketing list. Note that it will also show that the total numbers of members have changed as well. Hope this helps!
Hi Nick, I know this is a super old post but any chance you could elaborate on how to find when a contact was added to a marketing list?
Wow. Old post is right. I don't remember posting this answer but I tried it just now and still works.
Here are the steps, you will need to be system administrator to do this:
In Dynamics 365:
Go to Settings -> Auditing -> Global Audit Settings
In the System Settings Window, click on "Start Auditing" click OK
Back in the Settings -> Auditing window, click on Entity and Field Audit Settings
You will be in the configuration area, if using v9 it will say PowerApps
In the list of Entities, find Marketing List and click on it.
Scroll down to Data Services, click on "Auditing" check box
Save, then publish
Add some contacts to a Marketing List
Go back to Settings -> Auditing
Click on Audit Summary View
You will see "Add Member" events, open that up and you will see when that contact was added to the marketing list. (see screen shot)
This won't go back in history, once setup, this is a "go forward" kind of thing.
Auditing records take up space, so they should be cleaned up once no longer needed
Hope this helps!
FYI - thought it would make a good blog post, so here are the steps in more detail:
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