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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Click Dimensions - mar...
Customer experience | Sales, Customer Insights,...
Answered

Click Dimensions - marketing lists - export filters

(2) ShareShare
ReportReport
Posted on by DI-01051556-0 13
I'm auditing and archiving some of my Click Dimension marketing lists
 
I want to export 'per marketing list' the associated filters (dynamic list members) -set up via manage members
for all lists - dynamic and static
many thanks!
Categories:
Microsoft Dynamics CRM
I have the same question (0)
  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at
    ClickDimensions does not natively support exporting the dynamic filters (query criteria) of marketing lists directly in bulk.
    To export filters per marketing list:
    For Dynamic Marketing Lists:
    1. Go to Advanced Find in Dynamics.
    2. Select Marketing List.
    3. Add a column for Type (to filter dynamic lists).
    4. Open each dynamic list and:
      • Click Manage Members > View Query.
      • Manually copy or screenshot the filter criteria (there is no export button).
      • Optionally, use XrmToolBox's FetchXML Builder plugin to extract the FetchXML for each dynamic list (which contains the filter logic).
    For Static Marketing Lists:
    • You can export the member list, but filters aren’t stored (members are manually or bulk added).
    To audit all:
    Use Power Automate or custom C# plugin to loop through all dynamic lists and extract their FetchXML queries if automation is required.
     

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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 180 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 123

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans