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Customer experience | Sales, Customer Insights,...
Answered

Dynamics 365 Marketing Lists - Members add columns

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Posted on by 212

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

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  • Verified answer
    flavia.takushi Profile Picture
    Microsoft Employee on at

    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.

  • Robert50 Profile Picture
    212 on at

    That worked.  Thank you for the quick replay.

  • ThimiosSp Profile Picture
    200 on at

    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?

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