Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Manage members for dyn...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Manage members for dynamic marketing list - only Full Name and Phone displayed

(0) ShareShare
ReportReport
Posted on by JayKay27 16

Hello, 

when using the Unified Interface and manage the members of an existing or new dynamic marketing list, I'm currently getting the following screen when trying to test a custom query (not using a saved view):

pastedimage1608167236511v1.png

The screen only displays the Full Name field and the Phone rows / columns. We would like to customize this view and add more columns to make it easier for our users to validate their query. 

I have tried and checked the following:

  • Views & Associated Views are included in the App
  • Updated the "Contact Associated View"
  • Updated the "Contact List Member View"

Is this screen currently not customizable when not selecting a system view as the query? 

Thanks, 

Julian

  • JayKay27 Profile Picture
    JayKay27 16 on at
    RE: Manage members for dynamic marketing list - only Full Name and Phone displayed

    Hi Henry,

    thanks for your reply!

    I have currently a ticket open with support to clarify if it's a product bug or by design. It seems to be by design, even though I can't understand why.

    As suggested workaround would be to re-create the filter within the dynamics marketing list as a personal view and add the right columns. In our case this isn't very helpful because we have 500+ marketing lists we would need to need to manually update and create a view for.

    Regards,

    Julian

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Manage members for dynamic marketing list - only Full Name and Phone displayed

    Hi Julian,

    I too found that the default view doesn't seem to be customizable - the only way to change the columns is indeed to select a query first.
    I had expected that it would use of the "Contacts Advanced Find View" or "Contact List members View".

    Can you perhaps check with support if this is a product bug or by design?
    https://admin.powerplatform.microsoft.com/support

    You can also submit a feature request on https://experience.dynamics.com/ideas/

    Henry

  • JayKay27 Profile Picture
    JayKay27 16 on at
    RE: Manage members for dynamic marketing list - only Full Name and Phone displayed

    Hello Andrew,

    thanks for your feedback!

    Unfortunately I have also checked and customized the "Lookup View" without any success. I have also checked the "Quick Find view", "Advanced Find view" & Default Public View. I can still only see the "Full Name" and "Phone" columns in the second screen when I validate a custom query (without a selected view).

    Regards,

    Julian

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Manage members for dynamic marketing list - only Full Name and Phone displayed

    Hello Julian,

    I'm not 100% confident but you should check Contact "Lookup View".

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans