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CRM Process >>> MS Flows...

  • 1.  CRM Process >>> MS Flows...

    Posted Oct 11, 2019 09:43 AM
    I thought I should start converting some of my CRM processes to MS Flows.

    I started off with a very simple one, once a new Contact is created I check for some specific data in that record and then add the Contact to a specific static marketing list.

    In MS Flow, I got stuck on the 'add Contact to marketing list' step! I cannot figure out how to achieve such a thing...

    In the early days of MS Flows, this kind of relationships were not possible to create/use, but that is years ago. Is it still not possible?

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    Per Lundqvist
    Marketing Technologist
    Stena Line
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  • 2.  RE: CRM Process >>> MS Flows...

    TOP CONTRIBUTOR
    Posted Oct 14, 2019 12:36 PM
    since that's a many-to-many relationship, try this and see if it helps: https://www.inogic.com/blog/2019/01/retrieve-many-to-many-nn-related-records-in-dynamics-365-using-microsoft-flow/ 

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    Wayne Walton
    Senior Solutions Architect
    Hitachi Solutions America, Ltd.
    Atlanta GA
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  • 3.  RE: CRM Process >>> MS Flows...

    Posted Oct 15, 2019 02:59 AM
    Hi, thanks for leading me in that direction - the link entity. That might work, even though a bit tricky. I will give it a go.

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    Per Lundqvist
    Marketing Technologist
    Stena Line
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