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Dynamic Marketing list Members Dashboard

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Posted on by Justin Wilkinson

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Hi I need a way to see a roll-up/ dashboard of all Members on a marketing list on a dashboard... several marketing lists that are Dynamic.

I have tried a roll-up and that won't work any suggestions?

Thanks

Justin

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Wahaj Rashid 11,321 on at

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Hi,

Thank you for your query.

Do you need to see the Member Count of Dynamic Marketing Lists in a View/Dashboard?

It is not possible with any of the out-of-the-box features (including roll-up fields). The reason being, Dynamic Marketing List does not hold any records, its has a query (FetchXML) field which is executed to get the results (when needed).

The only solution is to create a plugin to get and store the Member Count (probably in a new field) on the Marketing List.

Basically, you should:

Run a plugin on create/update of a Dynamic Marketing List, get the FetchXML from the query attribute.

Execute this XML and get the Record count.

Update the Record count on Marketing List.

Following post is old, but same should work or at least give you an idea:

Get the total members count of a Dynamic Marketing List in CRM 2011. – Nishant Rana's Weblog

Here is my recent blog on how we can manipulate Dynamic Marketing Lists (it does something different but it should give a glimpse how you can play with this):

Dynamics 365 CE: Pre-filtering on Dynamic Marketing List | CRM Logs (wordpress.com)

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Wahaj Rashid 11,321 on at

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Hi,

I thought about it and as per my opinion this is not a simple problem.

You can get the count on update of a Marketing List.

However, Actual time can change at anytime a new record is created, updated or deleted.

Let's assume you create a Dynamics Marketing list targeting Accounts with following criteria:

Status Reason equals Active

State equals TX (Texas)

When you create the marketing list, count was 10 records.

Then another account from Texas is created and count is 11. However, marketing list is not updated, hence the count on the list is still 10.

That means, you need to refresh the count every time a record is changed as per the criteria.

If you need an estimate number of records, then it might work, but it is very hard to get the actuals when the dashboard/view is loaded.

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Justin Wilkinson 1,338 on at

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Hi I have currently 5-6 Y/N checkboxes against a contact.

Is there a way to easily just create a dashboard off of those? rather than going through the Marketing list route and if so any chance of a breakdown

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Wahaj Rashid 11,321 on at

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Hi,

You can create a view with these flags and then use it to create a chart.

I am afraid, you cannot do aggregations in a view directly, you have to use charts.

Or, you can always build a SRRS report and use aggregations in FetchXML query.

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