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Marketing List - who added members to a static list ?

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Posted on by Philippe Parrys

Is it a way to identify the users who added members in a static marketing list ?
I would like to have a view of all contacts that are members of a marketing list with the contact name, its company and the user who added the member.

The advanced find does not give me access to the List Member entity.
Therefore, I built a FetchXML based on following entities:

List
- ListMember
  - Contact and Account
  - SystemUser (who created the ListMember)

The results are good.

Unfortunately, when I try to publish this view using the XrmTools View Designer, I can only see ONE record.

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Philippe Parrys 5 on at

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RE: Marketing List - who added members to a static list ?

Hi Amit,

Thanks a lot for your useful and swift feedback.

The Audit log is only providing detailed and punctual information.

My objective is to get information about the participation of users (how many contacts have been added to a static marketing list by different users)

I finally found a solution with PowerBI using the Memberlist entity (M-M)

This way, for each static marketing list, I can see how many members have been added by each user.

Kind Regards,
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Amit Katariya007 8,525 Super User 2024 Season 1 on at

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RE: Marketing List - who added members to a static list ?

Hello User,

Please enable auditing for the Marketing list. and it will show the operations performed on the marketing list.

community.dynamics.com/.../date-a-contact-or-account-was-added-to-the-marketing-list

learn.microsoft.com/.../audit-data-user-activity

Thank you,

Amit Katariya
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Leah Ju Microsoft Employee on at

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RE: Marketing List - who added members to a static list ?

Hi PParys,

There are no attributes of the marketing list membership stored, it is a direct many-to-many relationship between the list and the list member.

So, you can use CRM auditing feature to check who added members in a static marketing list.

--Navigate to Settings > Global Auditing Settings, click on "Start Auditing" click OK.

-- Settings -> Auditing window, click on Entity and Field Audit Settings, find Marketing List and click on "Auditing" check box

Test:

--Add some contacts to a Marketing List. then go back to Settings -> Auditing > Audit Summary View: