One of the new pieces of functionality added into CRM 2011 is the addition of Dynamic Marketing lists. These are a thing of beauty. Dynamic Marketing lists allow you to create lists which dynamically manage the members and add in new members who meet the query criteria.
So if you want a list which has all the accounts who purchased a certain product then create a dynamic list and everytime a new account purchases that product they will be automatically included in the marketing list.
I am studying for the CRM 2011 applications exam and you need to know the functionality of static and dynamic lists, so I created the table below
The Difference between Dynamic and Static marketing lists
| Dynamic List | Static List | |
| Member types | Leads, Contacts or Accounts | Leads, Contacts or Accounts |
| Adding members | The query to select members automatically adds records which meet the criteria | You can manually add records using the Add to Marketing List button
Manage Members – Add records using a lookup Manage Members – Add records using an advanced find |
| Removing members | Members are automatically removed if they no longer meet the dynamic list query criteria | Manage Members – Advanced find to Remove records
Manage Members – advanced find to evaluate members |
| Blocked attribute | You cannot block a dynamic list (you can use the copy to static button to copy the members of a dynamic list to a new static marketing list) | You can block a static list, which stops members being added or deleted. |
| Updating list members | automatic | Manual – a static list has to be updated manually. |
| deactivated records/members | Automatically excluded from the list | |
| Can lists be added to a campaign | Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign | Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign |
Filed under: CRM 2011, marketing lists

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