Dynamics Community Forum Thread Details

Hello AH-26021750-0,

You've hit upon a major frustration with managing large marketing lists in Dynamics 365 Customer Insights - Journeys (and the broader Dynamics 365 marketing list functionality): the lack of a user-friendly, multi-page selection and removal process.

Unfortunately, you're not missing anything obvious. The standard marketing list interface is indeed limited in its ability to handle large lists for manual review and selective removal.

Here's a breakdown of workarounds and alternative approaches:

1. Export to Excel and Re-Import (Most Practical for Manual Review):

Export:
- Export your marketing list to Excel.
- This will give you a complete, scrollable view of all members

Review and Mark:
- Add a new column in Excel (e.g., "Remove").
- Manually review the list and mark the rows of contacts you want to remove (e.g., enter "Yes" or "Remove")

Create a New Static Marketing List (Recommended):
- Create a new static marketing list in Dynamics 365 Customer Insights - Journeys.
- Import all the members from the orginal marketing list.
- Then, in the excel file, remove the rows that needed to be removed.
- Import the edited excel file into the new static marketing list

Replace or Update:
- If you need to replace the original list, delete the old list, and rename your new list.
- Or you can use the new list in future journeys

Advantages:
- Provides a familiar and efficient way to review and mark contacts.
- Allows you to easily scroll through the entire list.
- Removes the multi page selection issue

Disadvantages:
- Requires manual data manipulation in Excel.
- Requires importing and exporting.

2. Create a Segment (If Possible):

Segment Logic:
- If you can identify any criteria that exclude the contacts you want to remove, create a segment.
- For example, if you want to remove contacts who haven't engaged with your emails in the past year, create a segment that excludes them

Static List from Segment:
- Create a new static marketing list from this segment.
- This will give you a list that does not contain the people you wanted to remove

Advantages:
- Automates the removal process based on defined criteria

Disadvantages:
- Relies on identifying exclusion criteria, which might not always be possible.

3. Power Automate (For More Advanced Logic):

Flow Logic:
- Create a Power Automate flow that retrieves the marketing list members.
- Implement custom logic to identify and remove contacts based on criteria that you can define within the flow.
- This would require some development skills

Advantages:
- Provides more flexibility for complex removal scenarios

Disadvantages:
- Requires Power Automate skills.
- Can be more complex to set up.

4. Third-Party Marketing List Management Tools:

Explore AppSource:
- Check the Dynamics 365 Marketplace (AppSource) for third-party tools that might offer enhanced marketing list management capabilities.
- Some tools might provide features for multi-page selection and bulk removal

Advantages:
- Potentially provides more user-friendly interfaces and features

Disadvantages:
- Requires purchasing and configuring a third-party tool

Key Recommendation:

For manual review and selective removal, the export to Excel and re-import method is the most practical and efficient solution. It overcomes the limitations of the standard marketing list interface.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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