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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to import or add c...
Customer experience | Sales, Customer Insights,...
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How to import or add contacts to Static Marketing list using Excel

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Posted on by Integration 651

Hi,

How to import or add contacts to Static Marketing list using Excel in CRM 2016.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: How to import or add contacts to Static Marketing list using Excel

    No there is no OOTB way. You will have to build something of your own like a separate entity with a lookup to contact & marketing list and a separate process which runs on create of this custom entity and add the contact to the marketing list. You can then ask your user to import data to this entity.

    Hope this helps.

  • Integration Profile Picture
    Integration 651 on at
    RE: How to import or add contacts to Static Marketing list using Excel

    Hi,

    Thanks.

    We want to give option to End users to upload or remove the list on demand.

    We are having unique id generated for each contact in our system. Is there any other OOTB way other then XRM tool box access.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: How to import or add contacts to Static Marketing list using Excel

    Hi,

    The relationship between contact & marketing list is N:N due to which you cannot use excel to import. You can try the "Manage NN Relationship" tool available in Xrm toolbox to import the data.

    Hope this helps.

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