Dynamics 365 unsubscribe flow

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Posted on by ThimiosSp

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Hi all,

In Dynamics 365 Sales, I need to update Contact fields 'GDPR Optout' and 'Bulk Email' when receiving an email on Outlook 365.

Do you have any suggestions on how to setup the Dynamics 365 part of the flow?

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Building flows

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alex_mcla 92 on at

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You'll need a Dataverse Update a row step for the Contacts table.

You'll then be able to set the values in the step, for GDPR:

GDPR Optout

I'm assuming the email will be tracked in Dynamics.

So the trigger would be on a new Email row.

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ThimiosSp 113 on at

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Thank you @alex_mcla .
1. What should the input be in Row ID field?
2. I can't seem to find a GDPR Output field in my list? Why is that?

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alex_mcla 92 on at

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@ThimiosSp I was assuming that the trigger would be on the Dataverse Email table and you could then use the From field.

If the email isn't tracked into Dataverse, you'll need:
An additional Dataverse step to List the Contacts with the email address
Optionally, a Compose to get the first value (see Tip of the Day post) - this can be included in the update as a formula to save a step, but is more complex
The update as you've tried, using the contactid from the compose
On your question about the GDPR field, flow puts the columns from the first tab of the Dynamics form at the top and all the other below, so it might be lower down in the list. Otherwise, let me know.

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ThimiosSp 113 on at

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Thank you @alex_mcla but my skills won't take me that far :))
I can't get List Rows from Contacts table in Dataverse filtered (Filter Rows) by the email of sender.
Will probably have to find a pro to get this done for me.

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alex_mcla 92 on at

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Hi @ThimiosSp

Try the following:
You have the first step.

The List row is:
The FetchXML is
<fetch top="10"> <entity name="contact"> <attribute name="contactid" /> <attribute name="emailaddress1" /> <filter> <condition attribute="emailaddress1" operator="eq" value="" /> </filter> </entity> </fetch>
Your then insert the From field.

The list returns the list of Contacts matching the From field. You'll need to decide what to do if you have duplicates, I've assumed you'd only update the first returned.

The condition is
The expression is: length(outputs('List_rows')?['body/value']). The Terminate stops the flow if there isn't a match.

The compose gets the first Contact Id
first(outputs('List_rows')?['body/value'])?['contactid']

The Update a row is then

I have a basic version of Dynamics/Dataverse and there isn't a GDPR field in that either. I suggest you add a new field and you'll be able to set it in the update flow step.

If this works for you, please could you mark is as the solution to your question.

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ThimiosSp 113 on at

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Thank you @alex_mcla for spending so much time on this.
It looks like though that 'List Rows' produces no output (I run several tests with a demo D365 contact).
Any thoughts?

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alex_mcla 92 on at

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Hi @ThimiosSp

Are you sure there's a Contact with that exact email in Dynamics?

Is the List rows output empty?

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ThimiosSp 113 on at

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Hi @alex_mcla
This is a Contact created with my personal email account under an existing Account, so yes.
List rows is empty.
I will run a couple more tests during the weekend and let you know.

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ThimiosSp 113 on at

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Hi @alex_mcla
Flow run unsuccessfully today, here is the overall picture and the output results.
Could you pls take a look?

Output.docx

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alex_mcla 92 on at

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Hi @ThimiosSp

Checking that the FetchXML in your List rows looks like

FetchXML

(The triggerOutputs()?['body/from'] is from hovering over the From.)

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