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From there, you'll notice a radio button group in the middle of the window where the user has the option to select either static or dynamic. Once saved, you'll notice that you'll have the option to add members or convert the list to a static list if you choose. So, what happens when our contact Darren Parker moves to Wisconsin and betrays his home team?
This new feature is a great addition to this latest version of Microsoft Dynamics CRM 2011 and certainly creates a more flexible and easily managed environment for marketing managers and users alike. Dynamics University quarterly publication is designed to be a valuable educational tool to Microsoft Dynamics users. With the release of Microsoft Dynamics CRM 2011, I thought I would go over some of the differences between the Marketing Lists of Dynamics CRM 4.0, and the new improved Marketing Lists of Dynamics CRM 2011. Microsoft Dynamics CRM 2011 brings in the ability to do rich customer profiling and customer segmentation automatically with the use of Dynamic Marketing Lists. As an example, let’s say I wish to segment customers geographically by region and I had different regions, and based on those I create marketing lists.
When we go to the list to check the members – it has automatically added all qualifying customers to this list that meet the criteria.
Member List of the Dynamic Marketing List has been automatically updated to add the new record that we created since it met the query criteria of the list.


Essentially, what used to be a very tedious and error prone task has now gotten automated so that the chances of human error have been eliminated, and you also get accurate demographic and well segmented data that helps you build targeted marketing campaigns. For those of you who have been using Microsoft Dynamics CRM Marketing functionality, you are aware that a marketing list can consist of one of the following kinds of records Leads, Accounts, or Contacts.
More often than not, the weakest link for a marketer is the data and the lack of rich customer profiles in it. In my example, I have one list called California Customers that will automatically add into the list any customer with a California address. In the screen below I’ve set the rule up that if the customer has any of its addresses in the State of California, then they will be added to the list automatically.
As a side note –that address is where we are moving our new Southern California office to.
Ignify is a technology provider of CRM, eCommerce and ERP, software solutions to businesses and public sector organizations. Having rich customer profiles and good customer segmentation allows you to tailor marketing efforts to individuals thus increasing your level of success in your marketing campaigns. Ignify has been included as the fastest growing business in North America for 5 years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine and ranked as one of 100 most innovative companies in the world in the Red Herring Global 100 in 2011.
Sure we can use Advanced Find to help us but at the end of the day, we still need to manually re-evaluate or manually remove records from their respective lists.


Let’s walk through this process on the use of Dynamic Marketing Lists in Microsoft Dynamics CRM 2011. While it is true that some scenarios call for a static sort of list (for example last year's list of holiday gifts, the naughty list or the nice list) there are even more scenarios where the audience you want to engage with is fluid in nature and is constantly growing and shrinking. However selecting a type of ‘Dynamic’ will mean that once you save the form you can add members using an Advanced find query, so that all existing, and future records that meet the criteria will automatically be added to the Marketing List. In Dynamics CRM 4.0 if you wanted members to be dynamic like this you would need to manually update them daily or weekly, and even then it wouldn’t be up-to-date 100% of the time. Another little change in Dynamics CRM 2011, that will save you lots of time going through Marketing List members, is the ability to easily navigate between members of a Marketing List. With Dynamics CRM 2011 Marketing Lists when you open a member, on the right of the form you can navigate through each member of the marketing list by clicking through them without closing and reopening the forms like you would need to in Dynamics CRM 4.0.



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