Dear All,
I a, infant in Dynamics 365 CRM , This is my first post.
Created my marketing list with dynamic mode and targeted audience to Lead ,But I am unable to add the members as missing Add option
Can any one please help me how can I make it
Dear All,
I a, infant in Dynamics 365 CRM , This is my first post.
Created my marketing list with dynamic mode and targeted audience to Lead ,But I am unable to add the members as missing Add option
Can any one please help me how can I make it
Hi,
1. Please first check the security role assign to your user have the access “Write” on the Marketing list.
2. Create a new Marketing list and select “Target At” as “Lead” and Save.
Hello,
Welcome to Dynamics 365 and great that you start asking questions!
You are using the core (marketing) lists functionality that is available across many app in Dynamics 365. After saving the lists with the attributes you describe in your question you should find the action "Manage Members" at the top of the form. This allows you to specify the dynamics query that will identify the Leads you are interested in.
Dynamic lists will be evaluated when used - when you look at the members in the Members TAB or when you use the lists in the classic Sales scenarios like Campaign and Quick Campaign.
Please note: If you are using Dynamics 365 Marketing, we recommend to use segments instead of Lists in order to define your marketing audience. Please find here a comparison of lists and segments.
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