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In Dynamics how can I create a sublist of unique records? I have 1000 records that are unique that I don't have any variables to query off of. I want to upload and send an email. They are existing contacts in the master database. How can you do that? Thank you!
An interesting approach. You could optimize it a bit more if you didn't even bother with the custom entity and do it directly via a dataflow in Dataverse right from your external source (spreadsheet). This has the advantages of not counting against your DB size limits in D365/Dataverse, allowing you to change the source endpoint in the future if you need to scale up, and not requiring near as much human intervention.
Hi Amanda Serie,
Since the description of the original issue is not very clear, would you please re-post your issue individually to avoid confusion.
We also run into the issue of needing to send a one-time emails to a specific list of contacts. We've created a custom entity in CRM to accommodate this need. We import our excel spreadsheet of contacts to this table, mapping in First name, Last name, Email address, and a unique name for that list (i.e. 'Contacts of Campaign XYZ'). Then we have a workflow that does a Set/Lookup to find the existing Contact and plugs them into a Lookup field on the record, or creates a new contact record if it's missing.
Next, we create a segment based on our Custom Entity and its relationship to the Contact record. We add the filter criteria Custom Entity record Name = 'Contacts of Campaign XYZ'. Voila! We have our list of unique contacts for our communication!
The above strategy may only work however if you start with an excel list. If you needed to build a segment based on contacts already in CRM, you may consider creating a checkbox on the contact record, flagging the contacts for your list (on demand workflow?), then creating a segment based on 'Checkbox = Yes'. Then add a step in your customer journey that runs a workflow to Uncheck the box, so you can use this same strategy for future communications.
I will 2nd Nya's request for more clarification. It's not clear what you're trying to do exactly, not the problem you're having. Especially "I have 1000 records that are unique that I don't have any variables to query off of". By the very way you said that ("are unique") that mandates there would be at least 1 attribute that could be queried to create a dynamic list.
I'm using the Marketing App. Is that feature available in the Marketing App? Thank you.
Hi,
The simple list seems to be a feature in Finance & Operation application.
Please check if you are using the Marketing app. If not, you can repost your issue on the F&O forum.
Here is the link:
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