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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.
Create a new Marketing List and fill in the Name, List Type = ‘Static’, Target As = ‘Account’. The next step is to populate the new Marketing List with members – members that represent all of the Active Accounts.  To do that, click the ‘Manage Members’ button in the command bar. Click on ‘Find’ at the bottom and CRM will return a list of Accounts that meet the criteria you specified. A great feature of working with Marketing Lists is that you can not only use Advanced Find to add members, you can use it to remove members.
Now if we look at the list of members, we’ll see a list of 297 Accounts that no Contact has yet been associated with. Granted, this isn't the way an experienced CRM Admin or Consultant may tackle this problem. By John Clifton, Microsoft Dynamics CRM Consultant with xRM?, a Microsoft partner specializing in Dynamics CRM consulting, implementation, integration and Microsoft Dynamics CRM administrative services.
The post Using Marketing Lists to Enhance Advanced Find appeared first on CRM Software Blog.
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.
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Granted, this isn't the way an experienced CRM Admin or Consultant may tackle this problem.
The Advanced Find feature in Microsoft Dynamics CRM is one of the most powerful tool at the fingertips of end users and CRM administrators alike by providing real-time query results. In this blog, we will look at how we can utilize the Marketing list in Dynamics CRM to circumvent this Advanced Find limitation and arrive to our desired query results without resorting to coding or SSRS reports.
How do we quickly obtain a list of accounts that have not had any activities in the past 6 months? Select Add all the members returned by the search to the marketing list and click on the Add to Marketing List.
With the accounts from the prior advanced find added to the marketing list, click on manage members again and let’s use the advanced find to obtain the accounts that have had  activities in the past 6 months and we will then remove them from the marketing list.
Select the Remove all the members returned from the marketing list and click on Remove from Marketing list button. Enter your email address to subscribe to this blog and receive notifications of new posts by email. The post Using Marketing Lists to bypass the limitations of the Advanced Find functionality in Microsoft Dynamics CRM appeared first on Microsoft Dynamics CRM Professionals. In my next blog, I’ll take this example further by using the Marketing List just created to achieve the goal of contacting all leads the following morning after the Trade Show through the use of an Email Template. 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. It allows us to dig deep into our data without needing to understand the complexities of database relationships, SQL or FetchXML syntax, etc. On your Marketing List form click on ‘Manage Members’ and select Remove Using Advanced Find. But you’ll have to admit it was pretty easy to get the data and it lets you quickly understand the scope of the situation as well as to see which records are affected. 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.


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. Advanced Find can’t always replace the aforementioned reporting, but it can get you close and sometimes that's practical. Enter the appropriate filters – in our case, we’re going to return a list of Accounts with at least one Contact by searching for the presence of data in the ‘Created On’ field of each Contact record associated with each Account.
Just about any CRM user can understand and use this technique after putting it in practice a couple of times. If you need to go beyond that or can’t solve the situation from the confines of the Marketing List, you’ll have to rely on more sophisticated methods.
Advanced Find can’t always replace the aforementioned reporting, but it can get you close and sometimes that's practical. Let’s walk through this process on the use of Dynamic Marketing Lists in Microsoft Dynamics CRM 2011. Let's look at a scenario -- it’s important for us to have at least one Contact associated with each Account. 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 look at a scenario -- it’s important for us to have at least one Contact associated with each Account. Advanced Find can tell us which Accounts have at least one Contact record associated with them, but it can’t tell us which ones do not. Let's use Advanced Find within Marketing Lists to produce a list of Accounts that meet the first two criteria. 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.
Let's use Advanced Find within Marketing Lists to produce a list of Accounts that meet the first two criteria. It would be nice to know specifically which Accounts don’t so Sales or Marketing can enter the missing data. If we know SQL and use outer joins or other tools we could get that info from Microsoft Dynamics CRM.



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