How do I display dynamic contacts on a custom marketing list form?

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Posted on by TPAMI

I've added a subgrid to my form with the name "dynamic_contacts" and the label "Dynamic Contacts UCI". I can create dynamic marketing lists, but when I view the form the subgrid is empty. It says "No data available". I can export the marketing list as an excel spreadsheet and it shows that it does actually have the right data. I can also convert the dynamic marketing list to a static one and again that has the correct members and displays it in a subgrid.

What am I doing wrong with my dynamic_contacts subgrid?

Thanks for the help!

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Alejandro Serdan on at

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RE: How do I display dynamic contacts on a custom marketing list form?

Hi!

Please create the following lookups and subgrids making sure to set the properties accordingly (example: "accountsUCI" should have the data source value set to "only related records", "account" and "all accounts respectively"), same should be done for contacts and lead

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Henry J. 5,237 on at

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RE: How do I display dynamic contacts on a custom marketing list form?

In case Alex's comment still doesn't solve your issue, please consider opening a Support Request here: https://admin.powerplatform.microsoft.com/support

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TPAMI 60 on at

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RE: How do I display dynamic contacts on a custom marketing list form?

Thanks for the help everyone. I opened a ticket with Microsoft and they fixed my problem.

First follow Alex Serdan's instructions. Then on the 3 subgrids that you've added for the dynamic lists, double click on them and go to the "Controls" tab. You need to add the control called "CC_Marketing_DynamicListSubgrid" to each one and then check the radio buttons for it.

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Henry J. 5,237 on at

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RE: How do I display dynamic contacts on a custom marketing list form?

Good to hear, thanks for sharing.

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