Create a Marketing List and Add Members in MS CRM 2013.

Mon, 21 Apr 2014 04:31:00 GMT

In Microsoft Dynamics CRM 2013, Marketing lists is a related to groups of accounts, contacts, or leads. You can add any member type (Accounts, Contacts or Leads) in marketing lists. A Marketing list can only contain one record type. If you want to add member type (Account) in marketing list. Then you can see the screen shot and follow these steps below.

Change Marketing List View Layouts in CRM 4.0

Mon, 21 Apr 2014 04:21:00 GMT

You create a marketing list in MS CRM, when list will be created, then will contain typical fields required for a marketing list, such as Full name, Company Name, Business Phone and City/Suburb. If you want to change the fields or add the new fields for example E-mail appear in the view? But you cannot be change the fields or add new fields in customization area of the UI. Then you can by using the Advanced Find feature.

Blog - Marketing List

Create a Marketing List and Add Members in MS CRM 2013.

Change Marketing List View Layouts in CRM 4.0