Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I have created several marketing lists in CRM 2013. Each list has somewhere between 15-40 members. Several contacts in our CRM database are members of at least two marketing lists or more. I need visibility into which marketing lists each contact belongs to. Is there a way that I can view marketing list membership by contact? For example: Jack Shephard appears as a member of Marketing List A and Marketing List B.
Thank you for any insight/tips/guidance.
Add a subgrid in the contact form as shown in the below , this will list all marketing lists that are related to contact
There is 1:N relationship between Contact and Marketing List. You can add Marketing List in Navigation Bar of Contact through Customization of Contact Form and view the associated lists for each contact.
Basically, in CRM, Contact and Marketing List, they have N:N Relationship.
You can go to the Contact, and hover or click the chevron button at the top command section, then go to Marketing List
You can see this Contact belongs to which Marketing List
But, please be aware this is only valid for Static Marketing List, this relationship will only exist in the database for Static Marketing List and Contact.
So, for Dynamic Marketing List, since it is dynamic, can change anytime, then CRM does not store the relationship in the database.
So, you should go to Marketing List to check the Members, not from Members to check belong to which Marketing List, especially for Dynamic Marketing List.
Hope it helps!
Thank you very much! This is exactly what I am looking for.
Business Applications communities