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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Uploading Marketing List

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Uploading Marketing List

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Wondering if there is a way to take an excel list using email is a unique identifier, uploading that list as a marketing list in Dynamics 365 CRM without creating duplicate versions of existing contacts, and have the system pull these known entities into marketing list?

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Leah Ju Microsoft Employee on at

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Uploading Marketing List

Hi Partner,

I'm sure the following blog will help you answer that perfectly, which using flow to achieve all,

https://www.ameyholden.com/articles/import-spreadsheet-csv-leads-contact-marketing-list-dynamics-365

The owner said:

"I set out out on a mission to create a flow that took a CSV file that uses the display names from Dataverse and turned it into a populated marketing list. The fields are flexible. Existing records will be added to the list, new records will be created then added. And of course it works for Contacts or Leads.. Nothing will be hard coded, nothing will be repeated, and custom fields will be supported."

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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