Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

CRM 365 compare two member lists in Advanced find

Posted on by 2,139

Hello!

I have two marketing lists: A and B. Some contacts are members of both lists. There is possible to retrieve by Advanced find contacts from list A that are not in list B?

Thank you

  • betlejuice Profile Picture
    betlejuice 2,139 on at
    RE: CRM 365 compare two member lists in Advanced find

    Дякую Andrew. Yes, i think this is the only supported way to resolve my task. I hope in a future Microsoft can introduce a way to get it with one query by advanced find.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: CRM 365 compare two member lists in Advanced find

    Oscar,

    Got it. Then I would say it's better to use third marketing list for this purpose. In order to do that do following:

    1. Create new static marketing list.

    2. Use "Add members based on the Advanced Find Query" and build the query like contacts that are in the List A.

    3. Use "Remove members based on the Advanced Find Query" and build query like contacts that are in the List B.

    After all of steps are completed in that new Marketing list you will get all of contacts that are in the list A but not on the list B.

  • betlejuice Profile Picture
    betlejuice 2,139 on at
    RE: CRM 365 compare two member lists in Advanced find

    Hello Andrew. Both marketing lists are static ones

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: CRM 365 compare two member lists in Advanced find

    Hello Oscar,

    Are those 2 marketing lists static or dynamic?

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans