Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

By | October 14, 2019

Introduction

Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need.

In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be added or removed from Marketing List. In Unified Interface, this advanced find interface has identical interface similar to the classic web.

Now, let’s have a quick look into the same.

Open Marketing List record of which members you would like to evaluate. Click on ‘Manage Members’ dropdown and select ‘Evaluate using Advance Find’.

Dynamics 365 CE UCI

Note: If your Marketing List is locked (i.e. Locked=Yes) then ‘Manage Members’ button will not appear.

Let’s consider a business scenario where, as you can see below, Marketing List is targeted to Contact and has 217 Contacts members already added in it:

Dynamics 365 CE UCI

Now, I would like to just keep those Contacts that are being followed by me AND which were created on the same year.

Let’s build a query for the same. Click on ‘Evaluate using Advance Find’ button, then select saved view from drop down as I have selected ‘Contacts I Follow’ view. Upon selecting the same you will get the view as shown below:

Dynamics 365 CE UCI

You can add desired condition as per your requirement in the same saved view. For instance, I have added the below condition:

Dynamics 365 CE UCI

Click on Find to see list of all associated members that will satisfy the above query.

Dynamics 365 CE UCI

As shown above, amongst the list of members you can either select all the members by clicking on ‘Keep all’ button, or you can select specific contacts by selecting them and clicking on ‘Keep only selected’ button.

Here, I selected a few members and clicked on ‘Keep only Selected’ button. Processing this will take few seconds depending upon the count of records you selected for processing.

Dynamics 365 CE UCI

As you can see below, in my scenario, only 4 selected contacts appeared under the Marketing List and rest are removed from it:

Dynamics 365 CE UCI

Conclusion

Thus, with this new updated user interface, one can easily evaluate members in the marketing list and decide whom to keep or remove from the member list as per the defined criteria.click2clone

 

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