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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General

Setup and Admin

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KK-365 1,010 on at

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RE: Adding a Contact to Marketing List through MS Flow

This is been a very old thread, better to initiate a new record.
AK1443 10 on at

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RE: Adding a Contact to Marketing List through MS Flow

Hello

Can you explain how to create AddMembersList Action used in MS Flow?
amh15 5 on at

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RE: Adding a Contact to Marketing List through MS Flow

See also here: stackoverflow.com/.../69854254

They use "Perform a bound action". Works great.
John Bloomer 5 on at

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RE: Adding a Contact to Marketing List through MS Flow

A simple method, as we don't have the ability to do either of the two solutions suggested due to some admin restrictions on our environment, is to update an unused field in the contact (I use the fax field as we don't send faxes) and then update the relevant Marketing List "Query" field so that all the contacts that you want to work with in your flow will be automatically added to the list.

The Query field uses the same XML structure as an advanced find so it can easily be reverse engineered to what you need using an Advanced Find and then "Download Fetch XML". You can then update the output with various Flow data to match what you've done in your Flow:
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Andrii Bezgubenko 5 on at

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RE: Adding a Contact to Marketing List through MS Flow

The CDS (current environment) connector blows the performance of adding up to 10,000 contacts in 4 hours ... only, through the user interface, adding 10,000 takes 2 seconds.
When using HTTP with Azure connector, the speed of adding 1200 contacts per minute. I make a selection with a filter, then in a loop fill the array with contact IDs, and then call HTTP with Azure connector. The most time is spent on filling the array.
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Sander Vanhee 15 on at

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RE: Adding a Contact to Marketing List through MS Flow

Using the bound action with the CDS (current environment) connector as suggeted by Nick Doelman worked very well, thanks!
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Nick.Doelman 1,947 on at

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RE: Adding a Contact to Marketing List through MS Flow

There is a new way using bound action with the CDS (current environment) connector. Much more elegant than the HTTP request, but I think when you posted originally, this method wasn't available.
EdLj 5 on at

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RE: Adding a Contact to Marketing List through MS Flow

Hi Javier,

What do you enter in "Azure AD Resource URI (Application ID URI)"? I have tried entering the "Instance Reference Information" for the CRM instance I am trying to connect to but I only get an error stating that "The resource principal named XXXX was not found in the tenant named YYY".

//Edward
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acejavier 40 on at

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RE: Adding a Contact to Marketing List through MS Flow

Hi Igretz,

You need to click on the ellipsis and then click on add a new connection under the Base Resource URL and AZURE AD Resource URI paste your D365 instance URL: 'yourorganizationurl.crmX.dynamics.com/'
lgretz 20 on at

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RE: Adding a Contact to Marketing List through MS Flow

Can you share some guidance on connection to an Azure app to get to this step? I'm familiar with Microsoft Graph API and setting up that app registration but this flow action is new to me. Thanks - this is the exact solution I need just need to figure out how to execute :)