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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / marketing list from cu...
Customer experience | Sales, Customer Insights,...
Suggested Answer

marketing list from custom entity

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Posted on by slx 386

Hi

Can a marketing list be created from custom entity ?

Due to nature of business multiple different contacts types share the same email address.

email address contact name organisation contact type
a@a name1 org11 A
a@a name2 org12 A
a@a name3 org13 A
a@a name4 org14 B
a@a name5 org15 B
a@a name6 org16 C
a@a name7 org17 C

requirement is to create a marketing list only for contact type A and send email comm

(looking for a way to implement 'group by' email address, type)

thx

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

    Hi slx,

    “Can a marketing list be created from custom entity?”
    No, you can only add contacts records to marketing list. So you can import your data of custom entity into contacts.

    “Looking for a way to implement 'group by' email address, type”

    You can create a view and modify the FetchXML by FetchXML Builder  · XrmToolBox to achieve this.

    Here is the reference about how to use Group by in the fetchxml: Use FetchXML aggregation (Microsoft Dataverse) - Power Apps | Microsoft Learn

    Sample: group by - Fetchxml How to fetch multiple attributes in a groupby fetch (aggregate) - Stack Overflow

  • slx Profile Picture
    slx 386 on at

    Thank you, where can ai find more details on how to change ‘to address’ from {{contsct.emailaddress1}} to different field ?

    looking to use lead instead of contacts

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