News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) How can I create a dis...

Microsoft Dynamics CRM (Archived)

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

(0) Share

Report

Report

Posted on by Nikki Cassala

45

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

*This post is locked for comments

All responses Img

All responses (2)

Answers Img

Answers (1)

Nikki Cassala 45 on at

Like (0)

Report

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

Thank you Jerry !! You are the man !!
Verified answer

CRMInnovation.com 12,282 on at

Like (0)

Report

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
Need a solution for CRM to help you manage Events or Email Marketing?
Follow me on Twitter

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2

Martin Dráb 230,445 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans