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Customer experience | Sales, Customer Insights,...
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How do youextracting data from Forms in SharePoint into Dynamics365 Marketing as a marketing list

Posted on by 5
We've created a registration form that our staff use on SharePoint that profiles registrations, we can move the data directly to Dataverse but we seem to be unable to pull it as a marketing list/contract/lead into Dynamics 365 Marketing (Customer Insight - Journey)
 
Any suggestions?
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How do youextracting data from Forms in SharePoint into Dynamics365 Marketing as a marketing list
    Hi Partner,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How do youextracting data from Forms in SharePoint into Dynamics365 Marketing as a marketing list
    Hi Partner,
    In Dataverse, data stored in each tables:
    You mentioned that you can move the data directly to Dataverse, what table is this data stored in?
    How did you move the data into the dataverse?
    Marketing list/contract/lead are tables in the Dataverse.
    If these data are stored in other tables, you can use power automate to create marketing list/contract/lead records with value from these data automatically.

    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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