Marketing lists in Microsoft Dynamics 365 provide a way for you to group your accounts, contacts and leads so that you can market to specific segments more effectively. Marketing lists contain “members”—lead, contact, or account records—that meet a specific criteria or are managed manually by users. They can be either static or dynamic. Here are some common reasons for creating marketing lists:
What we can do:
Systems Supported:
Prerequisites:
Supported Systems | |
CRM Systems | Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics 365 Online |
Create and send out Voice of the Customer for Microsoft Dynamics 365 surveys to gain valuable feedback from your customers about your products or services. Respondents can take your survey...
$260.00
$260.00
If you're looking to streamline your processes you should really consider integrating your ERP and CRM systems.This will help remove data silos in business and optimise operations to enhance efficienc...
$175.00
$175.00
The ability to see your financial data at real-time in Dynamics GP can be great. Imagine you're on the phone to a client requesting some additional information. Would you rather sift through the ...
$50.00
$50.00
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$600.00
$600.00