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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Display Marketing List...
Microsoft Dynamics CRM (Archived)

Display Marketing List Info on a Contact View

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Posted on by Janosch 365

Dear All,

to be honest, I’m a little bit frustrated at the moment. I do have a need in Dynamics and it is actually a pretty simple one too.

We do work a lot with Marketing Lists, almost on a daily basis. Here is the point where I got stuck: We would like to have a list with all contacts from a specific owner (no problem – just create a view) on the contact level and then we would like to see if a contact is already in a marketing list and if yes, in which one(s). This isn’t possible. I tried everything, workflows, views etc. but it seems that this simple request is not gettable.

Is there a good solution to this problem, because I honestly don’t think I’m the only one with that problem and it would be really important?

Thanks for your help,

Janosch

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I have the same question (0)
  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    Unfortunately, what you are asking for isn't possible. A contact can be associated with zero or more marketing lists, and there is no user interface for displaying these kinds of relationships in a view. In the same way, you can't display activities, opportunities or cases related to a contact in a contact view.

  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    Hi Janosch,

    You are right that you can't do that kind of report easily--maybe some day Microsoft will add more complex reporting into CRM.  However here are some workarounds.

    To find people who are on a marketing list and which one, you can do that with a Report Wizard report that shows Contacts and their Marketing Lists.

    To find out which contacts are not on ANY marketing lists, then create a marketing list of all contacts owned by the user.  Then use an Advanced Find to REMOVE members and do a query for all contacts who are on marketing lists.  The remaining members of the marketing list are those who are NOT on ANY marketing lists.

  • Janosch Profile Picture
    Janosch 365 on at

    Thank you very much for the answer and for the suggestions. Unfortunately, the given answer doesn’t put a smile on my face. I would be able to do the Report and the Marketing List, but then again, it wouldn’t be displayed on a single list/ view. Sad that this simple idea doesn't work.

    As mentioned, thanks for the help anyway.

    Best,

    Janosch

  • Anelia L Profile Picture
    Anelia L 5 on at

    This seems like such a ridiculously obvious request that so many users would have...I really wish Microsoft would get this to work!

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