Solved

Microsoft Dynamics CRM - Marketing List

Posted on 2013-06-05
9
448 Views
Last Modified: 2013-06-10
Please I need help with Marketing List that has already been build but doesn't include the email accounts of the marketing list members. Is there a way of pulling a marketing list into advanced find to edit columns and pull in email accounts? or what what can I do this?
Thanks!
0
Comment
Question by:Lyn Udy
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 5
  • 4
9 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39222741
A CRM marketing list contains leads, accounts or contacts. When you run campaigns or quick campaigns using the marketing list, the e-mail address field on the lead, account or contact is automatically used. YOu don't need to add in the e-mail field.

Or did you mean something else?
0
 

Author Comment

by:Lyn Udy
ID: 39223087
Hi Feridun, i used look-up to add members to the marketing list which doesn't pull email address. Is there a way I can customize the look-up search to include email address on the return records?
Thanks for helping me
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39223677
Yes, you can customize all views to show additional columns in the ustomizaton area. If you need more help with this please let me know if you are using CRM 4 or 2011.
0
Office 365 Training for IT Pros

Learn how to provision tenants, synchronize on-premise Active Directory, implement Single Sign-On, customize Office deployment, and protect your organization with eDiscovery and DLP policies.  Only from Platform Scholar.

 

Author Comment

by:Lyn Udy
ID: 39223696
Yes please I need more help. I'm using CRM 4.0.
Thanks
0
 

Author Comment

by:Lyn Udy
ID: 39223708
What I did was I clicked on Manage Members and selected use advanced find to evaluate members. from there i added the the email column. This worked as I was able to pull the email addresses of the contacts. But I would rather have it all set up or customized so that the email can be pulled when contacts are added using the look-up option.

I hope I'm making sense.

Thanks
0
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 39228134
To show the e-mail address in the look-up view, you need to customize views for each record type.

Click Settings | Customization | Customize Entities.

In the list double-click the relevant entity, for example Account. In the new windows, click Forms and Views in the left-hand navigation.

In the list double-click Account Lookup View. In the Account Lookup View window configure the columns as required (click Add View Coluimns to include additional columns).

Then click Save and Close the open windows. In the main CRM window click Publish.

Repeat for other entities (e.g. contact and lead).

On the CRM 4 system I checked, e-mail is already included for Accounts in the lookup view, but you have to scroll to the right to see it.

I hope this is what you were after.
0
 

Author Comment

by:Lyn Udy
ID: 39235074
Thanks Feridun. Yea there's email already for Accounts look-up. But I'm trying to customize the 'Marketing List'. If i select look-up view for Marketing List, email isn't there and when I clicked on add view columns, email is not even listed as one of the options to select. I clicked the record type arrow to see if I could select Contacts, but that is not part of the option as well. I don't know so
Thanks!
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39235085
Marketing Lists do not have e-mail addresses so you can't add e-mail address in the lookup view.

Are you trying to add an e-mail address to a marketing list? That isn't possible. In CRM, marketing lists are not distribution lists.
0
 

Author Comment

by:Lyn Udy
ID: 39235113
Ok. Thanks for helping me. I used some of your suggestions and they helped. Thanks!
0

Featured Post

Percona Live Europe 2017 | Sep 25 - 27, 2017

The Percona Live Open Source Database Conference Europe 2017 is the premier event for the diverse and active European open source database community, as well as businesses that develop and use open source database software.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

You need to know the location of the Office templates folder, so that when you create new templates, they are saved to that location, and thus are available for selection when creating new documents.  The steps to find the Templates folder path are …
Outlook for dependable use in a very small business   This article is about using the Outlook application (part of Microsoft Office) in a very small business, or for homeowners where dependability and reliability are critical requirements. This …
The viewer will learn how to simulate a series of sales calls dependent on a single skill level and learn how to simulate a series of sales calls dependent on two skill levels. Simulating Independent Sales Calls: Enter .75 into cell C2 – “skill leve…
The viewer will learn how to  create a slide that will launch other presentations in Microsoft PowerPoint. In the finished slide, each item launches a new PowerPoint presentation and when each is finished it automatically comes back to this slide: …
Suggested Courses

628 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question