How can I create a distribution list with Microsoft Dynamics CRM?

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Posted on by Nikki Cassala

How can I create distribution lists? For example I want a list that contains all the staff members email contacts,then when I click that list name I can then send a email to all the staff in the list without having to click each name in the global address list. I can forsee creating many lists with many different people, some with clients, some with vendors, then I could just click the list name and send whatever to everyone within each list. How can I make that happen with CRM?

Thank You

Nikki

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Nikki Cassala 45 on at

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Re: How can I create a distribution list with Microsoft Dynamics CRM?

Thank you Jerry !! You are the man !!
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CRMInnovation.com 12,282 on at

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Re: How can I create a distribution list with Microsoft Dynamics CRM?

Create a Marketing List and then use an Advanced Find View to add the records to the list.

Watch this video

www.democrmonline.com/.../MarketingLists

Jerry
CRM Innovation
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