Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Marketing list


Marketing list defines a collection of contacts, leads, or accounts that can be targeted for a marketing activity. Dynamics CRM provides two types of marketing lists, as follows:

  • Static marketing list: This is a kind of marketing list that does not get automatically updated. The user must manually add the contacts, leads, or accounts that they want to be targeted in the campaign.
  • Dynamic marketing list: When a user creates the dynamic marketing list, they just create a query for contacts, leads, or accounts. When records are created/updated based on the criteria defined in the query, the list is automatically updated according to the query. For example, if the query is to select contacts with names starting with A and you add more records with names starting with A, they will also be added to the marketing list automatically. 

Creating a marketing list

Perform the following steps to create a marketing list:

  1. Navigate to Marketing | Marketing List and click on the NEW button. The...