How to Add to a Member to a Microsoft Dynamics 365 Marketing List using Power Automate

I recently had a scenario where I needed to add a new member to an existing Microsoft Dynamics 365 static marketing list using Microsoft Power Automate and in this post I’ll break it down step by step to show how I did it.

Overview

For this example create a new Marketing List within Dynamics 365 with the following attributes:

• Type: Static
• Targeted At: Contact

In the example below I’ve called the marketing list ‘Test Contact List’ and I’ll add a contact to it if the city equals Syndey.

Note: I know that a Dynamic Marketing list would be best in this situation, however sometimes a static list is required for a 3rd party Marketing Addon to work.

Power Automate Example: Adding a new List Member

The flow below uses Common Data Service (current environment) connector, the easiest way to create it is to create a new solution at https://make.powerapps.com/ then select “New | Flow”.

1. Select Common Data Service (current environment)
2. Select When a record is created, updated or deleted trigger

3. Set up the trigger to fire on a create or update of a contact record, and to fire the flow for all users (i.e. organization scope):
   • Trigger condition: Create or Update
   • The entity name: Contacts
   • Scope: Organization
   • Filtering attributes (under advanced options): address1_city

4. Next check to see if the city is equal to “Sydney”
   • Add a Control condition and set the following attributes:
     • Value = Address1: City (from the trigger)
     • Condition = is equal to
     • Value = Sydney

5. If the check is true (Yes) then we’ll get the ID of the Dynamics Marketing List we are going to add the contact to:
   • Add a List Records common data service action and set it up with the following attributes:
     • Entity Name: Marketing Lists
     • Select Query: listid
     • Filter Query: listname eq ‘Test Contact List’
     • Top Count: 1
     • Rename to Get Marketing List
   • Add a Apply to each control:
     • Output value: value (from Get Marketing List)

6. Now we have the Contact ID and the Marketing List ID we can add them to the Dynamics 365 Marketing List:
   • Within the Apply to Each action add a Perform a bound action from the Common Data Service:
     • Entity Name: Marketing Lists
     • Action Name: AddMemberList
     • Item ID: items(‘Apply_to_each’)?[‘listid’]
       • This is the Marketing List ID, add this as an expression
     • Entity ID: Contact
       • The contact ID from the initial trigger
   • Rename the action to Add to Marketing List

That’s it, I hope this post has saved you some time. Feel free to leave a comment below if you have any questions.