{"id":20785,"date":"2019-10-14T11:29:23","date_gmt":"2019-10-14T11:29:23","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=20785"},"modified":"2022-07-01T14:41:59","modified_gmt":"2022-07-01T09:11:59","slug":"add-remove-members-from-marketing-list-in-dynamics-365-ce-uci-using-advanced-find-query","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/10\/add-remove-members-from-marketing-list-in-dynamics-365-ce-uci-using-advanced-find-query\/","title":{"rendered":"Add\/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query"},"content":{"rendered":"

Introduction<\/h2>\n

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.<\/p>\n

In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using \u2018Manage Members\u2019 \u00e0 \u2018Evaluate using Advanced Find\u2019 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.<\/p>\n

Now, let\u2019s have a quick look into the same.<\/p>\n

Open Marketing List record of which members you would like to evaluate. Click on \u2018Manage Members\u2019 dropdown and select \u2018Evaluate using Advance Find\u2019.<\/p>\n

\"Dynamics<\/p>\n

Note:<\/strong> If your Marketing List is locked (i.e. Locked=Yes) then \u2018Manage Members\u2019 button will not appear.<\/p><\/blockquote>\n

Let\u2019s 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:<\/p>\n

\"Dynamics<\/p>\n

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

Let\u2019s build a query for the same. Click on \u2018Evaluate using Advance Find\u2019 button, then select saved view from drop down as I have selected \u2018Contacts I Follow\u2019 view. Upon selecting the same you will get the view as shown below:<\/p>\n

\"Dynamics<\/p>\n

You can add desired condition as per your requirement in the same saved view. For instance, I have added the below condition:<\/p>\n

\"Dynamics<\/p>\n

Click on Find to see list of all associated members that will satisfy the above query.<\/p>\n

\"Dynamics<\/p>\n

As shown above, amongst the list of members you can either select all the members by clicking on \u2018Keep all\u2019 button, or you can select specific contacts by selecting them and clicking on \u2018Keep only selected\u2019 button.<\/p>\n

Here, I selected a few members and clicked on \u2018Keep only Selected\u2019 button. Processing this will take few seconds depending upon the count of records you selected for processing.<\/p>\n

\"Dynamics<\/p>\n

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

\"Dynamics<\/p>\n

Conclusion<\/strong><\/h2>\n

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.<\/p>\n

Free 70% of storage space in CRM with Attachment Management Apps!<\/div><\/div><\/h2>\n

Attach2Dynamics<\/a> – Store and manage documents\/attachments in cloud storage of your choice – SharePoint, Dropbox or Azure Blob Storage from within Dynamics 365 CRM.<\/strong><\/em>
\nSharePoint Security Sync<\/a><\/strong> \u2013 Robust and secure solution to integrate Dynamics 365 CRM and SharePoint Security Sync thereby ensuring secure access to confidential documents stored in SharePoint.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

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 \u2018Manage Members\u2019 \u00e0 \u2018Evaluate using Advanced Find\u2019 option, one can evaluate the members to be\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":20795,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,59],"tags":[1964],"class_list":["post-20785","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-uci","tag-dynamics-365-ce-uci"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20785","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20785"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20785\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/20795"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20785"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20785"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}