One of my favorite classic features of Dynamics 365/CRM is the marketing list. While it is never on the top of anybody’s list of top features, and the legacy campaign features with which it is associated are long in the tooth, static marketing lists have some unique capabilities that give them utility outside of marketing […]
We rarely if ever post vendors news but considering the official demise of Dynamics Marketing, this one is hard to ignore. We’ve long been a big fan of Campaign Monitor, the (proudly Australian) vendor very much focused on helping to create beautiful and actionable emails “your customers can’t ignore”. And they just announced integration with […]
One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view. No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in […]
Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]
If you are using Microsoft Dynamics Marketing synchronized with Dynamics CRM and your dynamic marketing list members are not synchronizing, check your security roles. The security role assigned to the MDM integration account must have read permission to read any entity included in the dynamic marketing list query.
Both, year 2015 and Microsoft Dynamics Marketing 2015 are in full swing by now. What’s more, MDM trials can now be easily provisioned (just select one of the marketing roles and follow the wizard). tl;dr If you are missing a menu item, a link or an option in MDM, try selecting a different user role […]
When you create a marketing list in Microsoft Dynamics CRM, the list created will contain the typical fields required for a marketing list, such as name, address, city, state, and postal code. But what if you want to change the fields that appear in the view? What if you use a custom lookup field for […]
On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]