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:
To send out company
newsletters
To distribute promotional
emails
To send event information
and updates
To use in mail merges
What we can do:
We will create a marketing
list for your organisation
We can create either a
static (members are added manually) or a dynamic (we use criteria to
define members) marketing list
Systems Supported:
Dynamics 365 (Online)
Dynamics 365 (On-Premise)
Dynamics CRM 2016
Dynamics CRM Online
Prerequisites:
Criteria specified (For
dynamic lists)
Members specified (For
static lists)
Text to include
Images necessary for
branding
CRM administrator access
(The job can also be completed via a screen-share if preferred, but this
may delay the delivery)
Supported Systems
CRM Systems
Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics 365 Online
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