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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add groups to a market...
Microsoft Dynamics CRM (Archived)

Add groups to a marketing list?

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Posted on by Community Member

Hi,

I want to add people to my marketing list, but I want to add a pre-defined group. Right now I can only add accounts one by one by using"add using lookup" or multiple when I define conditions with "advanced user search" but I already have my different groups made in my Outlook adress book which I would like to use. I also have them defined in categories in Outlook, using those would be good too.
 Is there a way to use these? If impossible is it possible to create those groups once in CRM? Can groups be used at all? I find it strange that I can't do this, I feel like I am missing something. I am using CRM 2016.

Kind Regards

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  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    Marketing Lists essentially are those groups in CRM.  You can make dynamic ones based on rules (addresses in Oklahoma, for example) that are always current in CRM, or you can make static ones where you manually add and remove people  (though you can do that with large rules like above).

    But no, there's no direct sync between what you do in Outlook with Groups and CRM.

  • Community Member Profile Picture
    Community Member on at

    Okay, thank you for your answer. Just for clarification: what you say there is no direct sync, you mean there is an indirect sync? If so, could you please clarify how?

    Kind regards

  • Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    No, there is not, sorry for the ambiguity.  Well, unless you have someone write custom code, but I wouldn't recommend it.

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