Sample: Distribute campaign activities to qualified marketing list

Article
02/16/2022
2 minutes to read

This sample shows how to distribute campaign activities to the qualified members of a marketing list. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

Download or clone the Dynamics365-Apps-Samples repo so that you have a local copy.
(Optional) Edit the cds/App.config file to define a connection string specifying the Common Data Service instance you want to connect to.
Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.

If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Common Data Service instance to run will include a linked reference to the cds/App.config file.

How this sample works

In order to simulate the scenario described above, the sample will do the following:

Setup

Checks for the current version of the org.
The CreateRequiredRecords method creates any entity records that this sample requires.

Demonstrate

The DistributeCampaign method creates and distributes campaign.
The CreateMarketingList method creates static marketing lists.
The RemoveRelationships method removes the marketing list from the campaign activity.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.