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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamic marketing list
Customer experience | Sales, Customer Insights,...
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Dynamic marketing list

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Posted on by Luisy 60

Hello everyone,

I want to create a marketing list, grouped by a new entity we've created that is 1:N

This entity is called 'products', and it has:

a product value (a lookup field), a name, a volume, and the campaign it was bought. 

I am trying to create a marketing list that contains all users (accounts) of the products for two or more campaigns (=years).

I tried this, but is not working: 

4578.pastedimage1590029846580v1.png

Can you help me?

Thank you!!

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    Can you provide more details ? What happen when you test this filter before you applied it to your list ?

  • Verified answer
    Luisy Profile Picture
    Luisy 60 on at

    Hello,

    Thanks so much for answering.

    I've just spoken to support and they told me what I want to do is not possuble unless I have Marketing module for CRM.

    So I think the problem is solved.

  • Verified answer
    Luisy Profile Picture
    Luisy 60 on at

    Hello,

    I'm posting the way I've just solved this problem.

    I've created a rollup field, that allowed me to count every time a register was added (a related entity).

    And the condition was "if the product was xxxx and campaign were different"... "then count".

    Then I used the rollup field as a criteria for the lookup in the marketing list.

    I hope this can be useful for any of you

    Thanks

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