Creating Marketing Lists with Microsoft Dynamics CRM 2015

[@dabushgolan]

Can we create a list from an outside source, like excel with ID numbers?

[@Subscribe360]

You can export data to a dynamic list so you can input data in the spreadsheet and the data will be updated in the CRM as long as the data fields are the same as the fields in the CRM, this should work for you. If you are creating external lists such as leads, you can import them into Dynamics 365 - you just have to make sure the data fields match the same fields in the CRM for the data to sync.

[@pratikcs2009]

Thanks..Very well explained.

[@Subscribe360]

pratik pandey Thanks for your comment, and we appreciate you sharing our video to others. If you would like more information on Dynamics CRM please don't hesitate to contact us, we'll be pleased to help. We also do one-to-one webinars. So if you're looking for some assistance on Dynamics CRM our door is always open.

[@vullimahesh4380]

Good neatly explanied.I want basic videos i mean from starting step by step process training videos. This will helpfull for practiceing each & every topic please share link

[@Subscribe360]

+vulli MAHESH Thanks for your comment, we aim to provide a straight forward, robust video tutorial structure for businesses who need assistance in Dynamics CRM.

[@jamesryan8039]

I've watched a few of your videos now and they are all extremely helpful! However, on my instance of CRM my marketing lists don't seem to be formatted in the same way as yours. The members section doesn't exist so when ever I add members they never appear. Any idea why this would be happening or how to rectify this issue?

[@Subscribe360]

Hi James, Thanks for the kind words, we are slowly improving on out video content. It is hard to say really, is there any chance you can screen grab the point were you are having difficulty with? You can email them over to me at [e-mail]

[@GabrielBabi]

After Update 01 installed on server the Dynamic list won't update automatically with new query logic. You have to refresh the entire page to see the new dynamic list populated. :(

[@jyothi2134]

Can you please share the link for all training videos on Microsoft CRM .

[@Subscribe360]

Hi +Jyothi we try and link all our tutorial videos within KZbin using the playlists in the cards and annotations functionality. We also upload the videos on our website to showcase all our video tutorials from one page www.c2software.com/Tutorials/tutorials-home.aspx I hope this helps.

[@BalanceAccountingSoftware]

come on man, such a strong accent :( you Alex Ferguson or what?

[@Subscribe360]

You don't like Scottish accents?