When should I use a Marketing List in Dynamics CRM?


A common question when building a list of records in Microsoft Dynamics CRM is “should I use a view or a marketing list?”  This question doesn’t always have a straightforward answer, because there is some overlap in functionality, as you can see from the table below:

Advanced Find / View

Marketing List
List of Contacts, Accounts or Leads X X
List of other entity records


Automatically refreshed list X
List that is not automatically refreshed X
Multiple-step logic/list composed using a variety of lookup, advanced find, and ad-hoc members X
“Not” queries from related records X
Quick Campaign X X
Campaign X
Mail Merge X X
Bulk E-mail X X



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