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

Posted on by 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

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  • Nikki Cassala Profile Picture
    Nikki Cassala 45 on at
    Re: How can I create a distribution list with Microsoft Dynamics CRM?

    Thank you Jerry !! You are the man !!

  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com 12,282 on at
    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

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