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)