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Microsoft Dynamics CRM (Archived)

How can I use advanced find for contacts in a dynamic mailing list

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I'm trying to use an advanced find to find some contacts in a dynamic mailing list who have some specific fields. When I run it, it returns no contacts even though I know there are contacts in the mailing list. Any ideas?

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  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: How can I use advanced find for contacts in a dynamic mailing list

    For a dynamic marketing list, your query should use the same criteria as used in the marketing list. I expect you're trying to do an Advanced Find that includes the listmember entity. The listmember entity is only used in static marketing lists, so won't return any data if linked to a dynamic marketing list

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: How can I use advanced find for contacts in a dynamic mailing list

    Dynamic marketing list will be updated for members with latest data based on filters used in adv.find query. Also you may need to refresh the screen to see the updated members list.

    ledgeviewpartners.com/.../setting-dynamic-marketing-lists-dynamics-crm

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How can I use advanced find for contacts in a dynamic mailing list

    Hi Mark,

    Could you please share your advance find query screenshot. It is possible that you are referencing a wrong field etc.

  • MarkSfC Profile Picture
    MarkSfC on at
    RE: How can I use advanced find for contacts in a dynamic mailing list

    Thanks, Goutam.

    The Marketing List is in our Marketing Entity and the contacts in our Contacts Entity, would that explain why the query doesn't retrieve anything?

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: How can I use advanced find for contacts in a dynamic mailing list

    Hi Mark,

    This is might be following reason -

    - The records which you know might be belongs to some another Business Unit.

    - Make sure  you have sufficient permission to access the record.

    In addition check with another browser or another user login.

    Hope this helps.

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