How to sync AD users (employees) to Dynamics 365 marketing dynamic segment contacts

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Posted on by Shaik Microsoft Employee

Hello,

We are using Dynamics 365 marketing dynamic segments (contacts) as part of a customer journey Email campaign. As part of customer journey one task is to send an marketing email to all employees, as part of this we would like to sync office 365 users (employees) as contacts into Dynamics 365 marketing segment, is there any way to sync employees (as employees gets added and removed from AD automatically). At present its a manual task to sync contacts

Appreciate your time and thanks for your help

Regards,

Shaik

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Leah Ju Microsoft Employee on at

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Hi Shaik，

You can add one flag field in the contact entity, which is used to identify the contact is synced from AD users.

Then you can create one dynamic segment in the marketing, using the flag field as condition to filter contacts.

https://learn.microsoft.com/en-us/dynamics365/marketing/segmentation-lists-subscriptions#create-and-go-live-with-a-new-segment

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Shaik Microsoft Employee on at

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Thanks Leah for your response, as you said we already have flag to identify contacts synced from AD. but before this is there any way to sync AD users to contacts automatically (any OOTB solution)

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Leah Ju Microsoft Employee on at

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Hi Shaik,

Maybe you can try to use power automate to create one flow to achieve it automatically.

Example:

--There is one trigger-- 'When a group member is added or removed' from the Office 365 Groups connector:

https://learn.microsoft.com/en-us/connectors/office365groups/#when-a-group-member-is-added-or-removed

Populate the objectid of the group.

--’Get user profile (V2)' action, retrieves the profile of a specific user you have added.

https://learn.microsoft.com/en-us/connectors/office365users/#get-user-profile-(v2)

--'Add a row' Action, use information from last step to populate columns you want.

So you can create one Azure AD Group and add users you need to the group, then the flow will be triggered automatically.

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Shaik Microsoft Employee on at

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Appreciate Leah for your explanation, Thanks for taking time to draft steps in detail, it helps.

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