web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating a Marketing l...
Microsoft Dynamics CRM (Archived)

Creating a Marketing list using Accounts

(0) ShareShare
ReportReport
Posted on by Community Member

Hi Guys,

I want to create a marketing list from a list of Accounts I have tagged as Client. From what I understand the only contact that pulls into my Marketing list the "Primary Contact" within the Accounts I choose.

Within each of our Accounts I have created new fields called "Authorised Contact 1" and "Authorised Contact 2" which are populated using the lookup function etc. 

What I want to be able to do is create a Marketing list which populates with my Authorised Contact 1 and 2 within the Accounts I have marked as Clients. So my understanding is I need to create the marketing list off Accounts and instead of primary contact flowing in, I need to change this so Authorised Contact 1 and 2 flow in, but im unsure of how to do this.

Any help on this will be good.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Creating a Marketing list using Accounts

    Hi,

    For the Account conditions you should select them and do a or condition. Here by default it is a and condtion

  • Community Member Profile Picture
    Community Member on at
    RE: Creating a Marketing list using Accounts

    genius even!!! :-)

  • Community Member Profile Picture
    Community Member on at
    RE: Creating a Marketing list using Accounts

    Hey Guillaume,

    You genious you. I was looking at this all wrong. Of course I should be creating the list based off contacts.

    So I have made the list but it is only pulling in the Authorised contact 1 and not the second contact even though I have it setup correctly, I think. Have a look: ice_5F00_screenshot_5F00_20171114_2D00_161549.png

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Creating a Marketing list using Accounts

    Hi,

    What I would do, is create a new marketing list for contact as you want contact in your marketing (at least you described it like that).

    Then I would use the advance find functionality to add the contacts and set as criteria that they are referenced as "Authorised Contact 1" or "Authorised Contact 2" in their parent account.

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#3
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans