Advanced Find Query (Contacts and Accounts)

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Posted on by Community Member Microsoft Employee

Hi,

We are trying to create a contact based marketing list and to create this list we are wondering if it is possible to use a custom field in the account entity to help us out with creating this list, is this possible?

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Community Member Microsoft Employee on at

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RE: Advanced Find Query (Contacts and Accounts)

Hello,

Thank you for your response. To clarify, we are attempting to use an existing Account custom field as part of a Contact marketing list query. Is that possible and if so how?

Jacob
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Christian Abeln on at

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RE: Advanced Find Query (Contacts and Accounts)

Hello Jacob,

(and thanks Clofly for answering)

Yes you can use custom fields that you have added to the account entity for filtering. The custom fields will appear in the filter editor under the account entity among the default fields.

You can use those in general advanced find, when you build the query in dynamic marketing lists, when you use one of the manage members with advanced find on static marketing lists and of course as well when you build the query for segmentation in Dynamics 365 for Marketing.

This work pretty straight forward.

Please let us know if you see any problem with it.
cloflyMao 25,198 on at

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RE: Advanced Find Query (Contacts and Accounts)

Hi Jacob,

Could you let me know your demand in more detail about "using a custom field in the account entity to create a contact based marketing list" ?

As far as I know, you can select entity(Account, Contact, Lead) for Targeted At when you creating a Marketing List.

If you want to create a custom querying field, simply go to Settings > Customizations > Customize the System, select any entity you want, then open its Fields to add new one with Data Type in Lookup.

It allows setting a reference to a single record of a specific type of entity.

Were you planning to create a Lookup field in an Account form and query its associated Contacts, then select some contacts to create a Marketing List?

Regards,

Clofly