Microsoft Dynamics CRM (Archived)

Creating a workflow to populate contacts & accounts in a marketing list

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Posted on by K_Zarar

Hi guys,

I'm planning to create a workflow that I'd run "on demand", to:

1) If there are marketing list members in a marketing list "x", remove them.

2) check which contact and account's credit card is about to expire in the next month and add them to list "x".

What I want to do with this list is send an email to them with Click Dimensions. A dynamic marketing list would probably solve my problems in terms of getting the marketing list members but I can't e-mail to a dynamic marketing list with Click Dimensions.

Can this be done?

I'm a newbie with workflows so would appreciate any help!

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K_Zarar on at

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RE: Creating a workflow to populate contacts & accounts in a marketing list

Gee thanks, very insightful!
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Dynamics365 Rocker 7,755 on at

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RE: Creating a workflow to populate contacts & accounts in a marketing list

You have to write a workflow activity to add members in Marketing list X.
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RaviKashyap 55,410 Moderator on at

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RE: Creating a workflow to populate contacts & accounts in a marketing list

Hi,

1) To remove the marketing list members, you can simply click go to the Marketing List Member view and then select all, click Remove. Refer below screenshot:

2) This can be done by using a workflow but a bit tricky as out of box there is no method to add the record to marketing list. However, you can download & use the Dynamics 365 Utility and use the step "Add to marketing list". You need workflow on Contact entity (and separate workflow for Account entity), add a check condition to verify if Credit card expiry date is greater than the execution time and less than execution time + 1 month. If Yes, then use the Dynamics 365 Workflow Utility to add the member.

Hope this helps.