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Microsoft Dynamics CRM (Archived)

CRM 2016 Dashboard - Add to marketing list is missing

Posted on by 1,000

Hi:

We have upgraded from 2011 to 2016 and unfortunately aren't able to find the "Add to Marketing List" button when you click on a contact within a dashboard like we had in 2011.  Does anyone know how we can add that?

Thanks,

Stangride

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  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: CRM 2016 Dashboard - Add to marketing list is missing

    You should be able to click on the 'show list' icon on the top right corner. From within the list view you should have the 'add to marketing list' button.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 2016 Dashboard - Add to marketing list is missing

    Hello!

    Check out Tenfold if you want improved data analytics on calls and sales performance. Tenfold is a CTI solution that automatically logs calls to CRMs, so you get accurate data in real time. Our dashboard can also be customized to show a leaderboard, average response time, and other important metrics. They support MS Dynamics integration. Our upcoming product, Tenfold NEXT, will improve on this function and sales call queues. Request for a free demo or a free trial here: www.tenfold.com/integrations

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: CRM 2016 Dashboard - Add to marketing list is missing

    It has entirely change, you cannot have buttons on a dashboard to add to a marketing list.

    You need to go to contact list to do that

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