Question about a specific marketing list

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Posted on by Community Member Microsoft Employee

Hi, everyone - I'm using Dynamics 365 and my goal is to make /export in Excel/ a marketing list of contacts that are related to Opportunity which is closed with status "postponed for an indefinite period". In addition to contact names, I need their emails and corresponding company names. I kindly ask you for your assistance. I guess the question is too easy for most of you. :)

Thank you in advance!

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Community Member Microsoft Employee on at

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RE: Question about a specific marketing list

Thank you very much Aric for your response, it was very helpful.

Regards,

Robert
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Aric Levin 30,188 on at

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RE: Question about a specific marketing list

Create a Dynamic Marketing List. When you start Adding Members, it will open the Advanced Find view where you can create your query. The first thing is select an existing Contact List that has the email addresses and company names. If you don't have such a view create one.

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You query should be a Contact Query with a selection of related Opportunity where the Status Reason (statuscode) field has the value you are looking for.

Hope this helps.