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Workflow creating Marketing List using filter criterias

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Posted on by Community Member Microsoft Employee

Hello,

I would like to create a workflow that could, when an opportunity form is filled in, create a marketing list whose members satisfy a criteria set in the opportunity.

My problem is that when I create the Marketing List in my workflow, I cannot find a way to give the research filters I need to the marketing list. Is there any way to do that?

Example : in my opportunity, there is a fied called Criteria 1 (Yes or No). I want the marketing list to add as a member all Contacts that match that criteria.

I hope my question is clear!

Best regards,

Vcor

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ARIFNIIT 1,391 on at

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RE: Workflow creating Marketing List using filter criterias

Create custom workflow activity and create dynamic marketing list using filter criteria.

Refer below article.

mubashersharif.blogspot.com/.../create-dynamic-marketing-list-in-crm.html
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Mahendar Pal 45,095 on at

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RE: Workflow creating Marketing List using filter criterias

Hello,

You can write code in custom workflow to create marketing list and by fetching contact records based on query. you can read criteria from opportunity entity and apply this as a condition to get contact based on the query. You can see some sample code here to work with marketing list: msdn.microsoft.com/.../dn720426(v=mdm.8).aspx

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