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Power Platform Community / Forums / Power Automate / Creating a marketing a...
Power Automate
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Creating a marketing activity for a contact in Dynamics 365

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Posted on by DC-08011805-0 2
Hello,
I'm trying to add/create a marketing activity, in a Contact's timeline every time their engage with our company. It can be filling a form, registering to a Teams Webinar or opening an email
I can't find this activities either in using the Dynamics connection nor using the Dataverse connection.
 
Categories:
Building flows
I have the same question (0)
  • SaiRT14 Profile Picture
    SaiRT14 1,992 Super User 2025 Season 1 on at
     
    Here are the highlevel steps:
    • Capture engagement data from form submissions, email opens, or webinar registrations.
    • Use Power Automate to create or update activities in Dataverse.
    • Associate the activity with the relevant Contact via the Regarding field.
    • Configure the Contact's timeline to display all associated activities.
    pls let me know if you need more details. Thanks.
  • DC-08011805-0 Profile Picture
    DC-08011805-0 2 on at
    First off, thank you for your response.
    Then, what you describe is what I tested but I keep having an error message :
     
    I followed the steps you suggested but I guess I'm missing something

    Could you provide more details so I can compare.

    thank you

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