Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Preventing duplicates ...
Microsoft Dynamics CRM (Archived)

Preventing duplicates when adding contact to marketing list via workflow

(0) ShareShare
ReportReport
Posted on by Seamus 1,577

Hello.

We use a workflow to populate static marketing lists for subsequent use in Click Dimension campaigns.

The workflow option to "add marketing list member" is a custom function from a solution we imported some time ago (I can't recall the name of the solution). 

When invoked it is adding the marketing list member whether or not they already exist on the list.

Does anyone know of a way in CRM2013 onpremise to prevent duplicate contacts being added to static marketing lists?

I saw a workflow function which gave the option to "check if exists on marketing list" but the solution was only for dynamics365.

Thanks for any help;

- Seamus

*This post is locked for comments

  • Community member Profile Picture
    Community member 2 on at
    Preventing duplicates when adding contact to marketing list via workflow
    Im not sure why this post is marked Answered. :)
     
    Same problem here in 2024. Any solutions?
  • NathanBetters Profile Picture
    NathanBetters 37 on at
    RE: Preventing duplicates when adding contact to marketing list via workflow

    Same exact problem here in 2022 still no microsoft solution

  • duchan Profile Picture
    duchan 397 on at
    RE: Preventing duplicates when adding contact to marketing list via workflow

    Hi MCW, did you find solution? We have exactly same problem on same CRM version.

    Thanks!

  • MCW Profile Picture
    MCW 5 on at
    RE: Preventing duplicates when adding contact to marketing list via workflow

    Hi, is there an development to the issue?

    we are facing the same Problem. Since it is in an on premise system (ver 8.2.5.4) we were able to confirm that the duplicated marketinglist members have the same Lead GUID. Also, under the associated view of the affected lead, the same Marketing list shows up twice, in the Listmembers Subgrid of the Marketing list, the affected lead shows up 4 times.

  • Seamus Profile Picture
    Seamus 1,577 on at
    RE: Preventing duplicates when adding contact to marketing list via workflow

    Thanks Sreevalli, - yes, I think this is a problem with just one particular list - I cannot add a contact to it more than once (as you correctly stated) but whatever happened yesterday it does have duplicate listmembers which I cannot delete from the marketing list. (I AM able to remove marketing list members who do not have duplicate entries) I can see the duplicates at database level in listmemberbase table with all the same field values except version number.

  • Verified answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Preventing duplicates when adding contact to marketing list via workflow

    Hi,

    That shouldn’t case, CRM cannot add duplcates contacts to Lists.

    If you are referring duplicates by email(or any other field) they you have enable keys to prevent duplicate creation after data cleanup.

    If you just want allow contact to create but shouldn’t add to list means you have go for a custom workflow or plugin

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,349 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,029 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans