Adding a Contact to Marketing List through MS Flow

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Posted on by acejavier

Hi All,

We want to automate the adding of contacts (members) when a specific condition in flow was met.

I was able to retrieve the marketing list members of a specific list through flow but not adding a new member to the list.

Is there another way or workaround that we can do to automate the adding of members to a Marketing List?

Below is my create a record step that doesn't work.

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cloflyMao 25,210 on at

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Hi Javier,

I'm trying to reproduce your process, but my action/step tile is different from yours, and I didn't find listmember entity.

Could you share me more details about how did you add the form in your screenshot? Thanks.

Regards,

Clofly

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acejavier 40 on at

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You can add a custom input entity because not all entities on CDS will show on the dropdown list.

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cloflyMao 25,210 on at

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Hi Javier,

I also retrieved listmembers successfully and find that name attribute of all records are null as default.

However, it seems that name field is required to populate when perform the action that creatting listmember record.

You could try to perform it in a workflow in CRM if your specific condition could be meet in CRM.

There is a solution called D365 Workflow Tool, whch provides an OOB function/step to add a member to any marketing list.

If your action is trigger by when you receive an email from Outlook/Gmail, you should enable your mailbox with Server-side synchronization in CRM.

Regards,

Clofly

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acejavier 40 on at

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Hi Clofly,

I was able to make it work using the HTTP with Azure connector and the AddListMembersList action from the Web API.

Below is the screenshot and the sample JSON payload to make it work.

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cloflyMao 25,210 on at

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Hi Javier,

We are so glad that your problem has been solved, and thank you for sharing the solution.

Have a good day. :)

Regards,

Clofly

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Tobias H. 240 on at

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Thanks. I've been trying to get this running the past couple days. Your're screenshot provided the last puzzle piece.

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Tobias H. 240 on at

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Seems like you cannot use the CDS Flow Action to write to the listmembers entity.

Solution provided by Ace Javier using the HTTP with Azure connector and the AddListMembersList action works fine.

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Community Member on at

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Hi guys!

I'm trying to achieve the same thing, but I have no idea how to write the json code.

I tried copying Ace Javier's code, but I'm getting the following error:

Can anyone help?.. I'm also trying to automate the process of adding members to a marketing list based on some criteria.

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acejavier 40 on at

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Hi K.Zazar,

You need to make sure that you have specified the correct D365 environment (connection) on your HTTP with Azure AD connector.

Below is the JSON schema needed for the request.

{

"List": {

"listid": "[Your List]",

"@odata.type": "Microsoft.Dynamics.CRM.list"

},

"Members": [

{

"contactid": "[Contact ID/ Account ID]",

"@odata.type": "Microsoft.Dynamics.CRM.[specify entity type here]"

}

]

}

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Christian Abeln Microsoft Employee on at

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Hello all,

A big thank you from community for the great guidance provided on this topic!

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