How to Use Marketing Lists in Dynamics 365 Sales | enCloud9 скачать в хорошем качестве

How to Use Marketing Lists in Dynamics 365 Sales | enCloud9

Curious how to create dynamic lists that update automatically? Schedule a quick session with enCloud9 today: 👉 https://outlook.office.com/bookwithme... Marketing Lists are one of the most powerful tools built into Dynamics 365 Sales—and in this step-by-step video, we show you exactly how to use them to segment contacts, build targeted campaigns, and improve marketing efficiency. You'll learn the difference between Static and Dynamic Marketing Lists, how to build and manage each, and how to use them in campaigns or quick campaigns. We also cover filtering contacts, using saved views, and how Dynamic Lists auto-update with new data entries. ✅ Segment contacts into targeted lists ✅ Choose between static and dynamic list types ✅ Use saved views or custom filters ✅ Track list members and auto-populate lists with new CRM data ✅ Prepare for effective campaign targeting Marketing success starts with smart segmentation—watch the full tutorial and get the most out of your CRM! 📌 Timestamps: 0:00 – Intro 0:17 – What are Marketing Lists? 1:10 – Creating a Static Marketing List 1:53 – Adding Members to a Static List 2:16 – Adding a Contact from Record View 2:55 – Creating a Dynamic Marketing List 3:54 – Building a Query for Dynamic Lists 4:31 – Watching Dynamic Lists Auto-Update 5:00 – When to Use Static vs. Dynamic Lists 5:13 – What’s Next: Quick Campaigns 📞 Need help with Dynamics 365 implementation or support? Contact enCloud9: https://www.encloud9.com/ #Dynamics365 #CRM #SalesAutomation #MarketingLists #Campaigns #DataSegmentation #LeadManagement #MicrosoftPartner #enCloud9 #CRMTraining #MarketingAutomation #PowerPlatform #EmailMarketing #SalesTools #DigitalMarketing