CRM 2011: Dynamic Marketing List explained
Apoorvi Kapoor has a detailed post on CRM Team Blog about how dynamic marketing lists work in CRM 2011. A snapshot of the dynamic list can be saved anytime using the Copy to Static button in the toolbar.
The biggest challenge in CRM 4.0 for a Marketing manager was to keep the marketing list updated with new records in the system. This is a time consuming and repetitive process which manifests more in case there are a large number of members to be added. Here is when Dynamic Marketing list comes for your rescue.
Even more new features in CRM 2011
A lot of partners have been testing the CRM 2011 beta and new information published regularly in the Dynamics community. Here are a few more great features of CRM 2011:
Ability to create a custom Activity type:
Dynamic Marketing List:
Sales Goals / Targets:
And more:
- Bulk Delete feature
- Recurring Appointment
- Document management feature that can be integrated with SharePoint
See the original posts for more details:
Custom activity type, dynamic marketing list, recurring appointments…
Settings Revenue Quotas/Targets in Multiple Dimensions
Customize Marketing List (List Member View)
The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature.
Jim Schumacher wrote a nice article on how to customize the Marketing List Member views e.g. to add the email address. For exact details on how to accomplish this see his post on Customize Marketing List (List Member View) CRM Team Blog.
Note:
You can also change the Active and Inactive Members views for accounts, contacts and leads by simply changing the Adv. Find to search for Name contains “Member”. See example below:
Running Microsoft CRM Workflows Against Marketing List Members
One of the gaps in the Marketing List functionality in Microsoft CRM 4 is that the marketing list member entity cannot be used in CRM workflow. That means that you can’t use a workflow to add somebody to a marketing list, and you can’t run a workflow against all of the members of a marketing list.
See this post on Customer Effective Blog: Run workflow against marketing list members