CRM Marketing List Synchronization RRS feed

  • Question

  • I have a requirement to try to synchronise my marketing list(s) with another external system. The key here is to make sure that they dynamic contacts within each list is kept up to date in the external system.

    I was thinking that I could create an external windows service that polls the Marketing Lists, checks their members and 'updates' the external system with the members accordingly, but I have some questions about this:

    1. How can I check a dynamic marketing list to check if the members have changed? Or do I just have to always pull all of them (there might be 80k+ members)

    2. Can I just query the merkting list for the changed members?

    3. should I be doing this in a plugin? I figured not since the external integration might be difficult with external DLLs, web services, etc..

    Im on Dynamics CRM 2015 online.

    Thanks a lot!

    Sunday, February 14, 2016 9:51 PM

All replies

  • A dynamic marketing list is based on the FetchXml that is stored in the Query attribute of the list. Theoretically you could parse this FetchXml to determine the attributes used in the conditions, and use the audit trail to determine which records have had changes to these attributes, but that seems a lot of work. Instead, I think you'll just have to submit the query to get all members.

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, February 15, 2016 5:10 PM