How to Add List Members using Dataverse Connector into Dynamic CRM
This idea to generate this KB-Article is to explain with an example how you can execute actions like AddListMemebersList, AddCampaignItem etc. There is a special Resource Action available in Rest Destination for create action that can be use to accomplish the desired task.
Sample Execution setup for Action AddListMemebersList: In Dynamic CRM each list will have a specific target(entityType) that can be set while creating a new list. The target(entityType) can be of Account, Contact or Lead. In this example we will add contacts to our Marketing list because our list target(entityType) has setup to contact. See below screen capture for reference where we have a Marketing List with name List One set to Target As Contact.
To perform this action by using COZYROC Dataverse Connector, In Rest Destination you will have to select the Resource Action and Action Create. See below screenc apture for reference
Now click on the Mapping Tab and maps the column accordingly as shown in the below screen capture.
Now is time to execute your package and see the output result.
Note: In the above screen capture we have mapped contactid to column action.AddlistMembersContact.contactid and listid to action.AddlistMembersContact.listid becuase our list is set to target(entityType) Contact. If the target is set to Account for a List then you will have to mapped the column accountid to action.AddlistMembersAccount.accountid and listid to action.AddlistMembersAccount.listid. All the required columns are available for for actions related to AddListMembersList and AddCampaignItem
Book a Presales Call
Are you new to COZYROC and evaluating our solutions?
Book a Presales Call with us now and get 5% off SSIS+.
Book a Presales Call with us now and get 5% off SSIS+.
Related Articles
How to setup your client_id and client_secret values to connect with COZYROC Microsoft Dataverse Connector and Exchange Connector
This KB-Article explains how you can setup your own client_id and client_secret values instead of using default COZYROC app client id to connect with Microsoft Dataverse Connector and Exchange Connector. You can do all of your administrative tasks ...Microsoft Dataverse - A Template to resolve Incident
This template facilitates the resolution of incidents within Dataverse, ensuring swift and effective handling of customer issues. Use the following steps to copy and paste the below template into the COZYROC JavaScript Task/Component. 1 - Drag and ...Microsoft Dataverse - A Template to Cancel Sales Order
Discover how to efficiently cancel sales orders in Dataverse with this parameterization template. Whether you are a Sales representative, a manager, or a CRM administrator, this knowledge base article equips you with a step-by-step template for ...How to add contacts to contact list in Hubspot.
When you want to add Contacts then map the VIDS to the addContacts and the value for VIDS needs to be like this: {"vids": [1,51]} Here is another way of showing what it needs to look like if we are using a SQL query as a source for some sample data ...Microsoft Dataverse - A Template to convert Sales Order to Invoice
Discover how to streamline your invoicing process with this customizable parameterization template, designed to convert Dataverse sales orders into invoices seamlessly. Use the following steps to copy and paste the below template into the COZYROC ...