In Microsoft CRM how do I create a marketing list with members that change dynamically?

In Microsoft Dynamics CRM you can create a marketing list with members that change dynamically. For example you want to create a marketing campaign targeting accounts in Sydney with open opportunites exceeding $10,000.

  1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
  2. In the Records group, click New.
  3. In the Marketing List form, specify the following details:
    1. Type a name for your new list.
    2. In the Member Type list, select Account, and then click Save.
  4. Under Related, click Marketing List Members.
  5. Under List Tools, on the Marketing List Members tab, in the Actions group, click Manage Members.
  6. In the Manage Membersdialog box, define the search criteria:
    1. Click Select, and then select Address 1: City. Click Enter Value, and then type Sydney.
    2. Click Select, and scroll down to the bottom section of the list, under the Related heading. This section shows all the related records.
    3. Under Related, select Opportunities (Potential Customer).
    4. Click Select, and then select Est. Revenue.
    5. Change Equals to Is Greater Than, click Enter Value, and then type 10,000.
  7. Click Find.
  8. If you are satisfied with the search results, click Use Query to share this marketing list with your team members.


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