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Hey all,
Curious as to how other organizations/people manage lists and contacts that always need to be changed.
For example we might have a lead capture form on a social media platform where we ask for 'name', 'email' and what 'conference' they are interested in. At the end of the social campaign we'll get an excel doc with this data that needs to be uploaded into Dynamics Marketing for email campaigns.
Another example is when customers register for a course that's being handled by another platform like EventsAir. We then need to export an excel doc of these people who have registered into Dynamics Marketing and flag them some how or pop them into a segment or list so we can exclude them from further email marketing as they have already purchased the product we're trying to sell them.
Does the marketing department have access to manage lists?
Should this all be managed by I.T?
Do other organizations have integrations with other platforms?
I'm sure I'm missing something.
Thanks for your help!
Hi,
The privileges you mentioned are the Create + Read + Write privileges for the Marketing List entity.
Your Microsoft Dynamics 365 administrator can assign the privileges to the security roles and add the roles to users who need to manage the lists.
Here is a documentation about security role. Please refer to it to set the appropriate privileges.
Security roles and privileges - Power Platform | Microsoft Docs
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya
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