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How to Create Marketing List in Dynamics 365 for Better Segmentation

Amit Shah
Sep 07,2020

Marketing list in Dynamics 365 is a great way to zero in on a particular group of targeted audiences for better conversion. These lists keep you focused and get you better results than marketing for an umbrella audience.

So, let’s see how to create a marketing list in Dynamics 365 using a Dynamics CRM map integration. The main advantage of using a map integration to create a marketing list in Dynamics 365 is that it allows you to collaborate with the sales team in real-time which means you get to target hot and warm leads that have better chances of converting into customers.

For demonstration purposes, we’ve taken MappyField 365 in this article. It is a Dynamics 365 mapping tool that is equipped with features like territory management, route optimization, heat map visualization, and more.

Let’s take an example for a better understanding:

Suppose you are a Sales Manager of a mechanical equipment company that sells hydraulic machinery to the manufacturing companies. This hydraulic machinery needs services after some time and your company also provides the AMC (Annual Maintenance Contract).

Now, it is your job to compile the data whose AMC is about to expire and who is interested in the renewal of AMC as well. So, you have to create a marketing list to forward it to the marketing manager so they can create a campaign around this.

So, now you have to create a marketing list in Dynamics 365 named “AMC Subscription lead”.

Let’s see how you can create one.

Step 1: Navigate to MappyField 365 → Map

From the Dynamics 365 dashboard, from the left side navigation panel and click on the “AppJetty” tab.

Navigate to “MappyField 365” and then click on Map.

00.AppJetty

The map will load with the default location and other default configurations based on the user.

Step 2: Select Entity & Plot the records

Suppose, you want to plot the Account records on the map. Select ‘Account’ in the Entity and select its view. In this article, we’ve selected ‘Active Accounts’ for its view.

You can also select the multiple records to plot on the map as per your requirement.

01.Entity

After selecting the Entity & its view, click on the Search button to plot the data on the map.

Step 3: Assign entity record(s) to the marketing list

Suppose, if you found a manufacturing company that belongs to New Mexico state whose yearly free maintenance service is about to expire next week. So, you want to add this record into the “AMC Subscription lead”.

To add that record, click on the pushpin of that record.

02.PushPin

By clicking on that pushpin, the detailed tooltip window will appear. Click on the Share & Assign drop-down option, then select the Add to Marketing List option.

03.AddToMarketing

By clicking on the Add to Marketing List, the ‘Add to Marketing List’ pop-up will open. You will find two different options to save data as shown below:

1. Add to an Existing List: This option allows you to add a record to an existing marketing list.

Note: Dynamics CRM duplication rule will be applicable here and even if you add an existing record to this marketing list, it will not create duplicate records.

04.AddToMarketing

By clicking on the ‘search’ icon, the ‘Lookup Records’ will open from where you can select a list from the existing marketing lists.

2. Add to a new list: This option allows you to create your new marketing list.

After you’ve selected this option, you’ll have to name the list as we have in the image below.

05.AddNewList

After selecting the list from the existing list or adding a new list, click on the Add button, and it will save your record into the Marketing list.

Note: You can only add bulk records of one entity and one view to the marketing list at a time.

MappyField 365 also provides the facility to add all the entity records which are plotted on the map.

For that, click on the ‘List’ icon from the Advanced options under Plot tab. And the same ‘Add to Marketing List’ pop-up will appear and you can add the records in either existing or new marketing list.

06.AllRecords

Step 4: Edit and manage the Marketing List

07.Sales

You can manage the added or existing marketing list individually by navigating to the Sales → Marketing Lists.

In this way, you can add plotted records on the map to the Marketing list in less than 3 steps.

Note: As per Dynamics CRM guidelines, you can add the records of only Accounts, Contacts, and Leads entities to the Marketing List.

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