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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Segmenting marketing c...
Customer Insights - Journeys forum

Segmenting marketing campaigns in CRM

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Posted on by Community Member

Hi all, 

Has anyone implemented a way for Dynamics to create marketing lists in CRM based on different queries? 

I work for a software company, and if I want to start tracking what kind of technologies other companies use, what is the best way to log this information and query it in CRM? 

Thanks!

Categories:
Lead Management and LinkedIn
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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi christinel,

    This is one approach to start tracking what kind of technologies other companies use.

    1. Add the Competitor entity to your instance.
    2. Add a custom entity called "Competitor Technologies" to your instance.
    3. Create a one-to-many relationship between the Competitor entity and the Competitor Technologies entity.
    4. Place a Sub-Grid on a Competitor entity form to display Competitor Technologies records.
    5. Query the Competitor Technologies entity as required.
  • Community Member Profile Picture
    Community Member on at

    Thanks Adrian! This sounds like it should work. I checked our CRM, and it looks like our competitor entity is already activated. Will need to research how to create a one-to-many relationship though.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi christinel,

    Here is a useful guide on creating 1:N (one-to-many) and N:1 (many-to-one) relationships.

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