How to Create a Dynamic Marketing List in Dynamics 365

How to Create a Dynamic Marketing List in Microsoft Dynamics 365

There are 2 main types of marketing lists you can create in Microsoft Dynamics – Static and Dynamic. We covered how you create a static marketing list and this time we are going to switch gears and go over an example of dynamic marketing.

Dynamic marketing lists are extremely useful when you want the list to automatically update based on the filter criteria you set. So as new leads and contacts meet the criteria, or no longer meet the criteria, they are automatically added or removed from the list.

Follow these steps to set up your own Dynamic Marketing List in Microsoft Dynamics 365:


  1. Open Marketing Lists
    How to Create a Dynamic Marketing List
  2. Click “New”
  3. Name the marketing list, change the list type to “Dynamic,” Targeted at Contacts, and click “Save.”
    Create a Dynamic Marketing List in Microsoft Dynamics 365
  4. Once saved, go to the Members tab and click “Manage Members.”
    Dynamic Marketing List
  5. Select the criteria through an advanced find to add all members to the list that are found by the criteria you select.
    Create a Dynamic Marketing List
  6. You can click (lower right) to test your query and see how many members have been added. Apply any filtering changes needed. Then, click “Use Query” to set your dynamic list.

Once you select “Use Query,” your dynamic marketing list is now active and will automatically adjust as contacts (in this example) meet or no longer meet the advanced find criteria.

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