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Dynamics 365 Marketing Lists - Members add columns

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Posted on by 210

In the new sales hub, I don't see a way to add columns or fields to the Dynamic Marketing List members view.  When I click the Manage Members button, there's no Add fields option.  Where would this be in the new UI?

Thanks

  • ThimiosSp Profile Picture
    ThimiosSp 181 on at
    RE: Dynamics 365 Marketing Lists - Members add columns

    Hi flavia.takushi,

    Great insight, thank you!

    Would it be possible to change that default Members view in a Marketing List? Or should I change the default Contacts view to get what I need?

  • Robert50 Profile Picture
    Robert50 210 on at
    RE: Dynamics 365 Marketing Lists - Members add columns

    That worked.  Thank you for the quick replay.

  • Verified answer
    RE: Dynamics 365 Marketing Lists - Members add columns

    Hi Robert50,

    Member view uses the views of each entity defined in Marketing List type.

    So it will depend on the selected type.

    If you check the Marketing List form editor, there will be 3 sections by default: Contact, Account and Lead. And then you can check which entity views are configured.

    For example:

    If your Marketing List has type = Contact, then you can edit the 'All Contacts' view, which is the default one.

    And so on, by default Account section uses 'All Contacts' and Leads uses 'All Leads' view.

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