How to Set up a Static Marketing List in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics Support

How to Set up a Static Marketing List in Microsoft Dynamics 365 for Sales CRM

by | Jun 28, 2018 | Microsoft Dynamics Support

Create better marketing campaigns

This week in Microsoft Dynamics Support, we’ll look at how to set up a static marketing list in Microsoft Dynamics 365 for Sales CRM.

Marketing lists in Dynamics 365 help you organize your leads and accounts to create better marketing campaigns. Static marketing lists give you full control over your list, but require you to make all changes manually.

See below for video and instructions on how to create a static marketing list in Dynamics 365 for Sales:

Create a static marketing list

1.) Go to Sales > Marketing > Marketing Lists, then click + New.

2.) Enter the Name of your new list.

3.) Set the List Type to Static.

4.) Set Targeted At to the entity of your choice.

For this example, I set the target entity as ‘Contact.’

5.) Make any other desired changes, then click Save.

Add members to a static marketing list

There are two main ways to do this:

 

1.) Add members from marketing list

1.) Click on Manage Members. You can either use Add using Lookup or Add using Advanced Find. Choose one, then click Continue.

2.) Using Lookup or Advanced Find, search for the members you want to add and click Add to Marketing List.

In my example video, I chose ‘Advanced Find,’ searched by country, and set it to ‘U.S.’ to find the members for my marketing list. You can either select the members or just click ‘Select All’ and then click ‘Add to Member’s List’.

2.) Add members on the fly

1.) Go to the entity associated with your marketing list.

For my example, this was Contacts.

2.) Select the records you want to add, then click Add to Marketing List.

3.) Choose the marketing list you want to add the record to, then click Add.

 

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Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

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