{"id":3112,"date":"2021-07-20T14:38:31","date_gmt":"2021-07-20T09:08:31","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3112"},"modified":"2025-11-29T22:22:55","modified_gmt":"2025-11-29T16:52:55","slug":"how-to-create-targeted-marketing-list-dynamics-crm-map-integration","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/","title":{"rendered":"How to Create Targeted Marketing List from Dynamics CRM Map Integration"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/#Step_1_Redirect_to_Dynamics_365_map_page\" >Step 1: Redirect to Dynamics 365 map page<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/#Step_2_Select_the_entity_AccountContactLead_for_which_you_want_to_build_marketing_list\" >Step 2: Select the entity (Account\/Contact\/Lead) for which you want to build marketing list<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/#Step_3_Add_records_to_Marketing_list\" >Step 3: Add records to Marketing list<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/#To_add_records_into_existing_marketing_list_follow_the_below_steps\" >To add records into existing marketing list, follow the below steps:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/#To_create_a_new_marketing_list_follow_the_below_steps\" >To create a new marketing list, follow the below steps:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/#To_add_individual_record_into_marketing_list_follow_below_steps\" >To add individual record into marketing list, follow below steps:<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Targeted marketing has always been a pain point for marketers. Creating customer segments, localizing content, creating specific marketing strategies to target a particular segment, etc. involves paying attention to a lot of details, connecting with your customers, and then putting together all the data to build a plan.<\/p>\n<p>While you have to put in a lot of effort into all the above-mentioned activities, there\u2019s one activity that can be a breeze for you. Connecting with people. Well, at least the organizing part.<\/p>\n<p>In this blog, we are going to demonstrate how to create targeted marketing lists using <a href=\"https:\/\/www.appjetty.com\/blog\/connect-better-with-customers-using-dynamics-crm-map-integration\/\">Dynamics CRM map integration<\/a>. It\u2019s simple, effective, and brings you closer to your customers.<\/p>\n<p><b>Note: <\/b>For the demonstration purpose, we\u2019ve taken Mappyfield in this blog. You can explore other options for <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\" target=\"_blank\" rel=\"noopener noreferrer\">Dynamics 365 map<\/a> integration from MS AppSource.<\/p>\n<p>To create a marketing list from Mappyfield or to assign a marketing list to a specific record or group of records follow the steps below.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Redirect_to_Dynamics_365_map_page\"><\/span><b>Step 1: Redirect to Dynamics 365 map page<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Click on the Dynamics 365 menu and then click on \u201cMappyfield\u201d from the slider menu <i>or <\/i>find the \u201cAppJetty\u201d tab from the header menu and click on Maps to open Mappyfield.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3114\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-1.png\" alt=\"redirect map page\" width=\"671\" height=\"509\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3115\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-2-1022x559.png\" alt=\"redirect map page\" width=\"660\" height=\"361\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Select_the_entity_AccountContactLead_for_which_you_want_to_build_marketing_list\"><\/span><b>Step 2: <\/b><strong>Select the entity (Account\/Contact\/Lead) for which you want to build marketing list<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Select the entity from legend (Account\/Contact\/Lead) for which you want to create a new marketing list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3116\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-3-1022x557.png\" alt=\"select entity\" width=\"660\" height=\"360\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Add_records_to_Marketing_list\"><\/span><b>Step 3: Add records to Marketing list<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once you have all the records on the map, select the records you want to add and then Click on Add to marketing list button. It will display two options \u201cAdd to existing list\u201d and \u201cAdd to new list\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3117\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-4-1022x560.png\" alt=\"add records to marketing list\" width=\"660\" height=\"362\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"To_add_records_into_existing_marketing_list_follow_the_below_steps\"><\/span><b>To add records into existing marketing list, follow the below steps:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; When you click on the search button in Add to existing list, it will open all the marketing lists available in Dynamics CRM.<\/p>\n<p>&#8211; Select the marketing list you want to add records and click on add button to save records to the marketing list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3118\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-5-1022x558.png\" alt=\"add records\" width=\"660\" height=\"360\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3119\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-6-1022x558.png\" alt=\"add records\" width=\"660\" height=\"360\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3120\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-7-1022x556.png\" alt=\"add to marketing list\" width=\"660\" height=\"359\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"To_create_a_new_marketing_list_follow_the_below_steps\"><\/span><b>To create a new marketing list, follow the below steps:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Click on \u201cAdd to a new list\u201d button. If that option is selected, you will be able to enter the list name according to your understanding. Once you have entered the name, click on the add button to create a new marketing list and add records in the created marketing list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3121\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-8-1022x556.png\" alt=\"create new marketing list\" width=\"660\" height=\"359\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"To_add_individual_record_into_marketing_list_follow_below_steps\"><\/span><b>To add individual record into marketing list, follow below steps:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Click on any records\/pin from map<\/p>\n<p>&#8211; Mouse hover on Save &amp; Assign and Click on Add to marketing list<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3122\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/03\/image-9-1022x559.png\" alt=\"add individual record\" width=\"660\" height=\"361\" \/><\/p>\n<p>This way creating a region-wise marketing list or a segmented marketing list becomes a breeze. You just need the right tools and a vision for the customer-centric organization.<\/p>\n<\/div>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Targeted marketing has always been a pain point for marketers. Creating customer segments, localizing content, creating specific marketing strategies to target a particular segment, etc. involves paying attention to a lot of details, connecting with your customers, and then putting together all the data to build a plan. While you have to put in a&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-targeted-marketing-list-dynamics-crm-map-integration\/\">Continue reading <span class=\"screen-reader-text\">How to Create Targeted Marketing List from Dynamics CRM Map Integration<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3135,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Create targeted marketing lists using Dynamics CRM map integration","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-3112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create targeted marketing lists using Dynamics CRM map integration<\/title>\n<meta name=\"description\" content=\"Targeted marketing has always been a pain point for marketers. 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