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marketing list of all contacts from a selected account view

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Posted on by CU13091403-0

how to see all contacts in the selected account view (which has its own name) and to create a marketing list with all contacts who are in those accounts?

The problem that we have many contacts, and I need to include all contacts from the selected account view in new marketing list.

Tnx for yr help

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Amit Katariya007 8,596 Super User 2024 Season 1 on at

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marketing list of all contacts from a selected account view

Hello User,

You can use Dynamic marketing list and provide your view details or the filter criteria for it.

Thank you,

Amit Katariya
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Muhammad.Affan 4,449 on at

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marketing list of all contacts from a selected account view

Hi There,

Create a Dynamic marketing list targeting on contact.

From the command bar select Manage members and select your view from the list.

If you still face issue, we can discuss further.

Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks
Affan
Follow my channel related to Dynamics 365: https://www.youtube.com/@AffansDynamicsJourney