list (Marketing list) table - how to trace when a contact was added to list

(1) Share

Report

Posted on by Silvia Innamorati

Hi everyone,

I'd like to know when a contact was added to a particular marketing list in D365.
Is this possible?

Can someone help me?

Thanks in advance,
S.I.

I have the same question (0)

All responses (4)

Answers (2)

Sort by

Verified answer

Cui Hao Microsoft Employee on at

Like (3)

Report
Copy link

Link copied!

Hi,

I realized your requirement by combining Flow with WebHook, you can refer to it.

The first step is to configure the WebHook to send a Http request.

This WebHook is triggered when a member is added to the Marektinglist and carries the GUID of the added member and the Guid of the Marketinglist.

The next step is to start building the Flow.

1.Accepting Http requests:

2.Pre-process the data through this step, taking out /ListId/ and /MembersId/, which are in the format of json objects.

3.Get the name of the Marketinglist based on the /listid/.

4.Get all the data for the contact's record based on the /MemberIds/.

5.Finally, personalize the email as you see fit

After testing, when adding a member, I successfully triggered this flow and sent the email.

The scenario I am testing is the one where I am adding one member. But you can add multiple members in batch, which is also supported as it is possible to fetch data from multiple members at the same time, you can refer to my Flow for customizing the operation.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

Best regards,

Cui Hao

Was this reply helpful? Yes No
Verified answer

Daivat Vartak (v-9d... 7,847 Moderator on at

Like (3)

Report
Copy link

Link copied!

Hello Silvia,

There is not an easy way to get this data.

Suppose you are using a Static Marketing List to add members to it. In that case, the easy way to identify when and who added the specific contact to the Marketing list is the data in the List Members table that is not accessible via Advanced Find.

You can connect to Dataverse using SSMS (Use SQL to query data (Microsoft Dataverse) - Power Apps | Microsoft Learn)

Using the below query you can get the data.

Select L.listname as 'Marketing List', C.fullname as 'Contact', LM.createdon as 'Added On', LM.createdbyname as 'Added by'
From dbo.list L, dbo.contact C, dbo.listmember LM
Where LM.entitytype = 2 and L.listid = LM.listid and C.contactid = LM.entityid

You can modify the parameters that you need.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

Was this reply helpful? Yes No
Suggested answer

Cui Hao Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi,

Do you have any other questions? If you have questions about building Flow, feel free to ask me.
If it solved your problem, please mark it as verified to help other community members find more.

Best regards,

Cui Hao

Was this reply helpful? Yes No
Silvia Innamorati 41 on at

Like (0)

Report
Copy link

Link copied!

Sorry,

I mean something out of the box. Now I read my question and it's not so clear... I'm so sorry.

Regards,

S.I.

Was this reply helpful? Yes No