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

by | Microsoft Dynamics 365

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

by | Jun 28, 2018 | Microsoft Dynamics 365

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.

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Plain and Powerful: A Blueprint For Effective CRM

In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...

P2P – Big Footprint, Small Shoe Size

In the debate over tech generalists vs tech specialists, specialists often rule the day.  But that doesn’t mean that an MSP must stay in their corner while all the other business goes by.  P2P is a business approach that stresses working collaboratively with other...

Behind the Scenes of a Hassle-Free CRM Partnership

There’s a very common MSP origin story out there that is just fascinating.It starts with someone maybe 20 years ago who found themselves repairing laptops and desktop computers for friends and family at their kitchen table. After a while, this person listened to all...

Go Slow for Faster CRM Adoption? CRM Adoption Strategies

Navigating CRM Adoption: A Slow and Steady Approach In the realm of CRM adoption, the strategy of taking it slow can pave the way for faster and more successful outcomes. Discovering the pitfalls and challenges faced by organizations is essential, considering the...

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.

Related articles:

4 Proven Tricks to Supercharge Your CRM Success!

4 Proven Tricks to Supercharge Your CRM Success!

In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...

The CRITICAL Mistake Companies Make After Implementing CRM!

The CRITICAL Mistake Companies Make After Implementing CRM!

  Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...

Plain and Powerful: A Blueprint For Effective CRM

Plain and Powerful: A Blueprint For Effective CRM

In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...