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Customer experience | Sales, Customer Insights,...
Suggested answer

marketing list of all contacts from a selected account view

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how to see all contacts in the selected account view (which has its own name) and to create a marketing list with all contacts who are in those accounts?
The problem that we have many contacts, and I need to include all contacts from the selected account view in new marketing list.
Tnx for yr help
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    marketing list of all contacts from a selected account view
    Hello User,
     
    You can use Dynamic marketing list and provide your view details or the filter criteria for it.
     
    Thank you,
    Amit Katariya
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,494 Super User 2025 Season 1 on at
    marketing list of all contacts from a selected account view
    Hi There,
     
    Create a Dynamic marketing list targeting on contact.
     
     
    From the command bar select Manage members and select your view from the list.
     
     
    If you still face issue, we can discuss further.
     
    Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

    Thanks
    Affan
    Follow my channel related to Dynamics 365:  https://www.youtube.com/@AffansDynamicsJourney

     
     
     

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