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Monday, January 31, 2011

Dynamic Marketing Lists in CRM 2011

A really cool and much needed enhancement in CRM 2011 is the ability to create dynamic marketing lists when it was only possible to create static lists in CRM 4.0. When creating a marketing list, just set the type to dynamic and build your query and the marketing list will get automatically updated when new records that meet the query are created/updated.

Another cool feature is the ability to create a static list from a dynamic list by pressing the "Copy to Static" button and a static list containing the dynamic list members at the time is created for you...how cool is that :)

When upgrading from CRM 4.0 to CRM 2011 all marketing lists will be created as static in CRM 2011.


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