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The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature.
Fig 1: Marketing List Detail Form displaying “List Member View”
A Marketing List can only be 1 of 3 types, an Account, Contact, or Lead. By default each of these 3 entities has a view associated with it named “All Members”, "Active Members", and "Inactive Members". The view that is displayed for the List Member View is based on the marketing list type. For example if the List is an Account type Marketing List, then only the Account entity views of “All Members”, “Active Members”, and “Inactive Members” will be available. The Lead and Contact entities also has these three views, but they will not be available to a Marketing List of type Account.
I will provide an example below of adding a single column only to the “All Members” view for all 3 entities, “Account”, “Contact”, and “Lead” for a total of 3 view modifications. Note: You must have permissions for Customizations to perform the following steps.
How To:
Step 1: Launch Advanced Find Step 2: When Advanced Find Dialog opens, change the “Look for” Combo box to be “Views” Step 3: Change the Select Option to “View”, “Equals” Step 4: Use the Lookup to find “All Members”. NOTE: You will see 3 “All Members” listed in your Lookup window, each one represents an Account, Contact, or Lead “All Members View”. For this example select all three. Optional, you can save your view query for future use.
Step 1: Launch Advanced Find
Step 2: When Advanced Find Dialog opens, change the “Look for” Combo box to be “Views”
Step 3: Change the Select Option to “View”, “Equals”
Step 4: Use the Lookup to find “All Members”. NOTE: You will see 3 “All Members” listed in your Lookup window, each one represents an Account, Contact, or Lead “All Members View”. For this example select all three. Optional, you can save your view query for future use.
Fig 2: Advanced Find Dialog
Step 5: Click Find on the Advanced Find Dialog and you should now have a results page listing three “All Members” Views, representing the “All Members” view for an Account, Contact, and Lead. Double Click on Each View to open. Step 6: When each View is Opened, Select the “Add Columns” button and a property list will appear. Choose a property from the list you want to have displayed as a column by check enabling the box next to the property, in this example I will be choosing the property “E-mail”. Exit the property dialog by clicking ‘OK’ after making your selection.
Step 5: Click Find on the Advanced Find Dialog and you should now have a results page listing three “All Members” Views, representing the “All Members” view for an Account, Contact, and Lead. Double Click on Each View to open.
Step 6: When each View is Opened, Select the “Add Columns” button and a property list will appear. Choose a property from the list you want to have displayed as a column by check enabling the box next to the property, in this example I will be choosing the property “E-mail”. Exit the property dialog by clicking ‘OK’ after making your selection.
Fig 4: All Members View for Account after adding the E-mail Column
Step 7: You are free to make other modifications to this View as well, such as column and sort order. Make your changes, Select “Save and Close”, and repeat (if desired) to the other “All Members” views returned by the Advanced Find Query. Step 8: Important! Finally we need to publish these changes before they can become active. The saved view you modified will appear as an additional item (draft) until it is published and overwrites the existing View. Navigate in the system to ‘Settings’ -> ‘Customization’ -> ‘Customize Entities’. Under the menu Item “More Actions” Select “Publish All Customizations” or you can Use the “Publish” Button.
Step 7: You are free to make other modifications to this View as well, such as column and sort order. Make your changes, Select “Save and Close”, and repeat (if desired) to the other “All Members” views returned by the Advanced Find Query.
Step 8: Important! Finally we need to publish these changes before they can become active. The saved view you modified will appear as an additional item (draft) until it is published and overwrites the existing View. Navigate in the system to ‘Settings’ -> ‘Customization’ -> ‘Customize Entities’. Under the menu Item “More Actions” Select “Publish All Customizations” or you can Use the “Publish” Button.
Important Note: Use the “Publish” button To ONLY publish the highlighted Entity row from the Grid (for example if you customized the memberlist view for Contacts, then select the ‘Contact’ entity item in the grid before pressing Publish. If Using “Publish All Customizations”, be aware that every customization pending in the system will be published!
Result: The List Member View has been modified…
Fig 5: Modified List Member View
Cheers,
Jim Schumacher
Thanks, Jim!
My earlier online help request about how to do this yielded a "not possible" response.
~Paul
Is there a way of using the advanced find feature to update a list of contacts.
In my particular example i have created a custom entity "Events" and want to search through all contacts using advanced find and invite them to any of the active events.
In Marketing Lists you can manage a list of members is this functionality re-usuable in other areas?
Thanks
Ben
Hi,
I am using a Ms CRM French version, and I can not search for "all members", I have tried with "tout le monde", "tout", "toutes" and some other variations, but I have not reach this point: " NOTE: You will see 3 “All Members” listed in your Lookup window, each one represents an Account, Contact, or Lead “All Members View” "
Can you give me some advice, please?
Kind Regards,
Guillermo
Thank you for your comments. Guillermo, I'm setting up a French server to be able to help you out, and Ben, I'm looking into your question as well, so please return soon and I should have something posted.
Guillermo,
Yes This can be done with the French CRM Server. I verified it this morning.
Ok, When you launch the Advanced Find Window, and from the instructions you first change Rechercher: to "Vues" next set Sélectionner to "Vue Est égal à", you then click the lookup button "Entrer une valeur" a lookup dialog will appear. The lookup should read....Rechercher: Vue and then next to the lookup eye glass, type in the input field, depending on which of the views you want to modify... "Membres inactifs" or "Membres actifs" or "Tous les membres" you should then see 3 of the view type you are looking for. Select them by highlighting them and then clicking the "right moving arrows". Click 'OK'
A nice easy way also, is to create a new marketing list, save, click "Membres de la liste marketing" and in the upper right hand corner of the form you will see Afficher: this view selector will contain the exact Name of the view you are trying to search for when using the advanced Find.
Hope this Helps,
Jim
Ben,
I think what you are trying to do is use Advanced Find and use the returned entities by adding them to your custom entity. For Adding Items to an entity, the out of Box MSCRM solution uses a Lookup feature. Currently doing a Filtered Lookup is not available out of the box. You can however, if you feel code savvy, download the SDK and I would recommend writing a script using the RetrieveMultiple Request.
Other than that I know there are 3rd party Microsoft Partners developing such tools that you may be able to install as an add-on. You can search for items in http://code.msdn.microsoft.com or post a request to the Crm developer newsgroup and ask if anyone knows where to buy such an add-on. The link to the newsgroup is at http://www.microsoft.com/Businesssolutions/Community/Newsgroups/dgbrowser/en-us/default.mspx?dg=microsoft.public.crm.developer&lang=en&cr=US
Thanks,
Thanks fo your advice Jim,
I will investigate.
Regards
Thanks for this information Jim. You can use the above method to modify other views (opportunties, accounts selected in quick campaigns, etc) as well!
Jim,
At step 6 (add columns), I don't see the contacts column. I only see: Name, Description, created by,... It look to be the column of the View table.
Do you have an idea ...
Sylvain
Sylvain,
Step 6 describes how to add additional columns to the view by clicking the "Add Column" button, and then selecting a property from the attribute list to be used as a new displayed column.
Hope this helps,
Hi Jim, Thanks for this tip; Worked a treat. Do you know if this technique can be used to modify the Campaign Responses list view in the main pane, found in the Details submenu under a specific campaign? I can't find it in the views list as described above, but maybe I'm missing it. Alternatively, do you have any other tips to do this? Thanks!
DanM,
Do step 1 and Step 2 only from above, and then jump to step 5. This will return ALL views for the system. on the bottom right hand side of the query results dialog, you will see some page advance arrows. Continue to advance until you get to the Campaign Response Views.
Hi Jim,
I would like to add columns from related entity (custom entity) to associated view of another custom entity.
Is it possible by this approac or by any other means. I could not find any way to accomplish that.
H J
The associated view currently does not support displaying of related entities' fields like other views could. This is a very common request, I'd recommend submitting this feature request for future versions/updates.
Frank Lee, Microsoft Dynamics CRM MVP
http://www.workopia.com/Links.htm
I want to display in the contact associated view inactive contact. It was possible in version 3.0, and now in version 4.0 I don't fond any way to do this. Could you help me?
Thanks in advance,
Val