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Posted on by IMalloul

Hi,

Through our marketing application we send event invites to our customers. We would like to implement a business rule now where we delete certain contacts who have not received a marketing email in the last 6 months. The marketing emails that are sent and the date are not stored in Dynamics but only visible through the insights tab. How can we access this information to then create a workflow or Power Automate flow for this business rule? Is there an easy way to do this?

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Nya 29,060 on at

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Hi,

Please follow the next steps to achieve your request.

Create a dynamic segment to filter out the contacts who have not received a marketing email in the last 6 months.

Ref: Create segments based on interactions (Dynamics 365 Marketing) | Microsoft Docs

It would be something like:

Create an on-demand workflow target at Contact entity to delete records.

Here, as there is no OOTB delete step in workflow, you need to import a solution called Dynamics-365-Workflow-Tools.

Create a customer journey. Set the audience as the segment created in step 1 and add the workflow after it. It allows to delete the contacts who are contained in the segment.

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