{"id":4021,"date":"2021-08-26T12:52:45","date_gmt":"2021-08-26T07:22:45","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=4021"},"modified":"2025-11-30T16:40:23","modified_gmt":"2025-11-30T11:10:23","slug":"marketing-list-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/marketing-list-in-dynamics-365\/","title":{"rendered":"How to Create Marketing List in Dynamics 365 for Better Segmentation"},"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\/marketing-list-in-dynamics-365\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/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\/marketing-list-in-dynamics-365\/#Step_2_Plot_records_on_MappyField_365_map\" >Step 2: Plot records on MappyField 365 map<\/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\/marketing-list-in-dynamics-365\/#Step_3_Assign_the_entity_record_to_the_marketing_list\" >Step 3: Assign the entity record to the marketing list<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/marketing-list-in-dynamics-365\/#Step_3A_Assign_a_single_record_to_the_marketing_list\" >Step 3(A): Assign a single record to the marketing list.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/marketing-list-in-dynamics-365\/#Step_3B_Assign_multiple_records_to_the_marketing_list\" >Step 3(B): Assign multiple records to the marketing list.<\/a><\/li><\/ul><\/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\/marketing-list-in-dynamics-365\/#Step_4_Edit_and_manage_the_Marketing_list_from_the_CRM\" >Step 4: Edit and manage the Marketing list from the CRM<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>A marketing list in Dynamics 365 is a great way to zero in on a particular group of the targeted audiences for better conversion. These lists keep you focused and get you better results than marketing for an umbrella audience.<\/p>\n<p>So, let\u2019s see how to create a marketing list in Dynamics 365 using a <a href=\"https:\/\/www.appjetty.com\/blog\/connect-better-with-customers-using-dynamics-crm-map-integration\/\">Dynamics CRM map integration<\/a>. 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.<\/p>\n<p>For demonstration purposes, we\u2019ve 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.<\/p>\n<p>Let\u2019s take an example for a better understanding:<\/p>\n<p>Suppose you are a Sales Manager of a mechanical equipment company that sells hydraulic machinery to the manufacturing companies. This <a href=\"https:\/\/www.custom.com.au\/hydraulic-equipment-safety\/\" target=\"blank\" rel=\"noopener\">hydraulic machinery<\/a> needs services after some time and your company also provides the AMC (Annual Maintenance Contract).<\/p>\n<p>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.<\/p>\n<p>So, now you have to create a marketing list in Dynamics 365 named \u201cAMC Subscription lead\u201d.<\/p>\n<p>Let\u2019s follow the below steps:<\/p>\n<ul class=\"bullet\">\n<li>Plot the entity records<\/li>\n<li>Select a record or add all the plotted records to the marketing list<\/li>\n<li>Add the record(s) to the existing marketing list or by creating a new list<\/li>\n<li>Check and manage the Marketing list from the CRM side.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/OpenMap.png\" alt=\"OpenMap\" \/><\/center>The map will load with the default location and other default configurations based on the user.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/location-and-other-default-configurations.png\" alt=\"location and other default configurations\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_records_on_MappyField_365_map\"><\/span>Step 2: Plot records on MappyField 365 map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, plot the records on the map by selecting the CRM entities that are configured from Entity mappings. Under the Plot tab, select the Entity and its Records view.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Selecting-the-CRM-entities.png\" alt=\"Selecting the CRM entities\" \/><\/center>Suppose, you want to plot the Account records on the map. Select \u2018Account\u2019 in the Entity and select its record view. Click on the Search button to plot data on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Search-button-to-plot-data.png\" alt=\"Search button to plot data\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Assign_the_entity_record_to_the_marketing_list\"><\/span>Step 3: Assign the entity record to the marketing list<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Here, you can add a single entity record to the marketing list or you can add all the plotted records of the selected entity to the marketing list.<\/p>\n<p><b>Note:<\/b> As per Dynamics CRM guidelines, you can add the records of only Accounts, Contacts, and Leads entities to the Marketing List.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3A_Assign_a_single_record_to_the_marketing_list\"><\/span><b>Step 3(A): Assign a single record to the marketing list.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Suppose, if you found a manufacturing company that belongs to \u201cNew Mexico\u201d state whose yearly free maintenance service is about to expire next week. So, you want to add this record into the \u201cAMC Subscription lead\u201d.<\/p>\n<p>To add that record, click on the pushpin and a detailed slider with the record details and the actions will appear on the right side.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/SingleRecord.png\" alt=\"SingleRecord\" \/><\/center>From the detailed card of the record, click on the Share &amp; Assign drop-down option. Here you will get the Add to Marketing List option, click on it to add the record.<\/p>\n<p>By clicking on the Add to Marketing List, the \u2018Add to Marketing List\u2019 pop-up will open. You will find two different options: 1. Add to an existing list, 2. Add to a new list.<\/p>\n<p>1. <b>Add to an Existing List:<\/b> This option allows you to add a record to an existing marketing list.<\/p>\n<p>By clicking on the \u2018search\u2019 icon, the \u2018Lookup Records\u2019 will open from where you can select a list from the existing marketing lists.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Existing-marketing-lists.png\" alt=\"Existing marketing lists\" \/><\/center><b>Note:<\/b> Dynamics CRM duplication rule will be applicable here. Even if you add an existing record to this marketing list, it will not create duplicate records.<\/p>\n<p>2. <b>Add to a new list:<\/b> This option allows you to create your new marketing list.<\/p>\n<p>After you\u2019ve selected this option, you\u2019ll have to name the list as we have in the image below.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/AMCSubscription.png\" alt=\"AMCSubscription\" \/><\/center>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.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3B_Assign_multiple_records_to_the_marketing_list\"><\/span><b>Step 3(B): Assign multiple records to the marketing list.<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>MappyField 365 also provides the facility to add all the entity records which are plotted on the map.<\/p>\n<p>For that, from the advanced options, the \u2018Marketing List\u2019 option is provided to add the plotted records to the marketing list. By clicking on the icon, you will get the \u2018Add to Marketing List\u2019 popup.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Add-to-Marketing-List.png\" alt=\"Add to Marketing List\" \/><\/center>You can add the entity records either by selecting \u201cAdd to an existing list\u201d or by adding a new list selecting on \u201cAdd to a new list\u201d.<\/p>\n<p><b>Note:<\/b> You can only add bulk records of one entity and one view to the marketing list at a time.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Edit_and_manage_the_Marketing_list_from_the_CRM\"><\/span>Step 4: Edit and manage the Marketing list from the CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can manage the added or existing marketing list individually by navigating to the Sales \u2192 Marketing lists.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Marketing-list-individually.png\" alt=\"Marketing list individually\" \/><\/center>By clicking on the marketing list record, you can check the entity records lists that are added from the map.<\/p>\n<p>In this way, the sales manager can create and manage the marketing list to perform the different activities.<\/p>\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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A marketing list in Dynamics 365 is a great way to zero in on a particular group of the targeted audiences for better conversion. These lists keep you focused and get you better results than marketing for an umbrella audience. So, let\u2019s see how to create a marketing list in Dynamics 365 using a Dynamics&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/marketing-list-in-dynamics-365\/\">Continue reading <span class=\"screen-reader-text\">How to Create Marketing List in Dynamics 365 for Better Segmentation<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":4023,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Create effective marketing lists in Dynamics 365 with ease","_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-4021","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 effective marketing lists in Dynamics 365 with ease<\/title>\n<meta name=\"description\" content=\"A marketing list in Dynamics 365 is a great way to zero in on a particular group of the targeted audiences for better conversion. 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