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Customer experience | Sales, Customer Insights,...
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Adding a Contact Point in Contact Point Consents via created Lead

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Posted on by 43
Hi all, is it possible to add a Contact Point into the entity Contact Point Consents from a newly created Lead when a certain field is populated? If so, how would we do that (we are thinking Power Automate Flow) and do we use the msdynmkt_contactpointconsent4? Thanks
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  • Verified answer
    Cui Hao Profile Picture
    on at
    Hi,
    ​​​​​​​
    Power Automate Flow can fulfil this requirement for you and the table used is msdynmkt_contactpointconsent4.
    The operation is as follows:
    1. The field we are testing with is the fullname field. This flow is triggered when fullname is not null.


    2.Commerial Consent : This is a dynamic expression { if(and(equals(triggerBody()?['donotemail'], false), equals(triggerBody()?['donotbulkemail'], false)),534120001,534120002)}



    3.Filter rowsmsdynmkt_contactpointvalue eq '@{triggerOutputs()?['body/emailaddress1']}' and
    _msdynmkt_purposeid_value eq '@{variables('''Purpose  Guid ''')}' and
    msdynmkt_contactpointconsenttype eq 534120000 and
    msdynmkt_contactpointtype eq 534120000


    4. content type must be selected.


    5. After testing, this is working successfully.


    You can do what I did above. The reference documents are as follows: Create a consent record using a cloud flow - Dynamics 365 Customer Insights | Microsoft Learn.

    Best regards,
    Hugh Cui
  • MA-01051425-0 Profile Picture
    43 on at
    Thank you, Hugh Cui!
     
    I need to now add a Contact Point into Contact Point Consents from a newly created Lead where the field subscriber contains "newsletter" so that it matches the Topic in the Active Contact Point Consents?
  • Cui Hao Profile Picture
    on at
    Hi,
    The following changes were made to the previous flow:
    1.Delete the contents of this Filter rows field.
     
    2.Nesting conditions within conditions.
    subscriber : represents the subscription field newsletter.


    3.topic: fill in the lookup field, representing the topic, and fill in the id inside.


    This one is for the changes made to the last flow, you may refer to it.
  • MA-01051425-0 Profile Picture
    43 on at
    Hi Hugh Cui,
     
    Thank you for your great response.
     
    I have one last question.
     
    How would I enable the Flow to match the subscriber with the Topic, if I had several Topics representing different newsletters?
     
    Thank you.
  • CU15101452-0 Profile Picture
    4 on at
    Hi, may I ask if this approach was working also for Leads? As this process was meant to be for new created Contact. Thank you

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