Dynamics 365 SDK Archives - Page 2 of 2

I recently worked on a Dynamics 365 for Sales project where we needed to migrate Marketing List data. If you have ever tried to do this using the out of box import data tool you will find it's not possible. The Marketing List can be imported however the linkage to accounts / contacts or leads cannot. The Solution In summary the solution is fairly straight forward and involves a new entity and a plug-in. Once these two are in place you can import the list members into the new entity and the plugin will take care of setting up the Marketing List relationship. I've outlined the steps to do this below: Create a new entity called List Member with the following attributes: Schema Name: new_listmember Many to One Relationships (N:1): Contact: Relationship Name: new_listcontact Lookup Field Name: new_contactid Account: Relationship Name: new_listaccount Lookup Field Name: new_accountid Lead: Relationship Name: new_listlead Lookup Field Name: new_leadid Marketing List: Relationship Name: new_marketinglist Lookup Field Name: new_marketinglistid Publish the entity Create a new plugin to create the marketing list association as the a new List Member record is created. Register the plugin and add a step with the following attributes: Message: Create Primary Entity: new_listmember Execution Stage: PostOperation The plugin code is outlined below: [crayon-682b331f016fb828149118/] Import the data using the List Member entity. Note: If importing a mixture of marketing list types (i.e. contacts and accounts and /or leads) ensure each List Member record contains only one reference. I.e. split out contacts and accounts into separate list member records. Good luck with the import! Any questions, please comment below.