Customize Marketing List (List Member View)

re: Customize Marketing List (List Member View)

Paul — Mon, 07 Apr 2008 09:29:20 GMT

Thanks, Jim!

My earlier online help request about how to do this yielded a "not possible" response.

Cheers,

~Paul

re: Customize Marketing List (List Member View)

Ben Kennedy — Tue, 08 Apr 2008 10:49:42 GMT

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

re: Customize Marketing List (List Member View)

Larethian — Tue, 08 Apr 2008 12:32:34 GMT

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

re: Customize Marketing List (List Member View)

Jim — Wed, 09 Apr 2008 00:22:18 GMT

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.

French Server, Customize Marketing List (List Member View)

Jim — Wed, 09 Apr 2008 19:42:15 GMT

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

re: Advanced Find Feature to add contacts to Entity

Jim — Thu, 10 Apr 2008 23:36:38 GMT

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,

Jim

re: Customize Marketing List (List Member View)

Benkennedy1 — Sat, 12 Apr 2008 00:24:52 GMT

Thanks fo your advice Jim,

I will investigate.

Regards

re: Customize Marketing List (List Member View)

Glen Roberts — Thu, 08 May 2008 10:08:11 GMT

Thanks for this information Jim. You can use the above method to modify other views (opportunties, accounts selected in quick campaigns, etc) as well!

re: Customize Marketing List (List Member View)

Sylvain — Fri, 23 May 2008 22:37:15 GMT

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 ...

Thanks,

Sylvain

re: Customize Marketing List (List Member View)

Jimsch71 — Mon, 02 Jun 2008 19:22:02 GMT

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,

Jim

re: Customize Marketing List (List Member View)

DanM — Fri, 13 Jun 2008 19:50:42 GMT

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!

re: Customize Marketing List (List Member View)

Jimsch71 — Thu, 26 Jun 2008 20:49:21 GMT

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.

Jim

re: Customize Marketing List (List Member View)

H J — Thu, 10 Jul 2008 19:58:32 GMT

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

re: Customize Marketing List (List Member View)

Frank Lee — Thu, 10 Jul 2008 22:09:19 GMT

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

re: Customize Marketing List (List Member View)

Val — Wed, 03 Sep 2008 02:14:35 GMT

Hi Jim,

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

re: Customize Marketing List (List Member View)

Jaydel — Fri, 26 Sep 2008 20:44:09 GMT

This might seem like a silly question but when you say "Launch the advanced find" I can do that by clicking on the manage members button which then asks me how I want to find. Then in there I don't see the view selection option you are talking about.

re: Customize Marketing List (List Member View)

Jim — Thu, 02 Oct 2008 19:47:32 GMT

Hi, The Advanced find I was referring to wasn't the Adv Find to add members to a Marketing List, but the Advanced Find for all entities. You can find this button on the Main Form you see when you logon, located on the toolbar across the top. the non-customized out of the Box CRM Toolbar list the following items on this toolbar "New activity" "New Record" "Goto" "Tools" and then "Advanced Find". It has the Icon of the Binoculars. Remember, This however isn't quite the same as the Adv Find you use to add members to a List.

Jim

re: Customize Marketing List (List Member View)

Eric — Thu, 16 Oct 2008 17:33:42 GMT

Thanks! That's exactly what I wanted to do. Unfortunately, I'm unable to fully customize the view. But I was still able to add some important fields like Parent Customer.

Thanks for making me look like a hero :)

re: Customize Marketing List (List Member View)

Ueli — Tue, 18 Nov 2008 12:29:36 GMT

Hi, I add the field Parent Customer to List Meber View. Now the Index Letters for search doesn't work correct. example: click index letter m, if the memebers name is miller and the parent customer is Moonliner ok - if its differnet like Balmer under the customer Moonliner the search returns no results.

Thanks in advance,

Ueli

re: Customize Marketing List (List Member View)

Jim — Fri, 21 Nov 2008 03:27:57 GMT

Ueli,

The index letters will only work on the list member search items primary search key (such as the contact's name). The search keys not working on your sorted parent customer column that you added to the list member view doesn't have to do with your customization. For example, If you sort on one of the default out of the box columns, such as "Address1: City", you will notice that the index letters do not function as I believe you were expecting as well. This is great feedback though, and I will create a suggestion item for this.

Thank you :o)

Jim

re: Customize Marketing List (List Member View)

JimB — Fri, 05 Dec 2008 00:18:32 GMT

Awesome! President of the company asked for this customization yesterday. I was not optimistic.

Hope the meetimg my boss and the pres or in ends before I go home!

Thanks so much for helping us out.

Jim

re: Customize Marketing List (List Member View)

Herkules — Tue, 05 May 2009 16:40:30 GMT

Hi,

how can i change the view for the members in a marketing list?. I found nothing to change the f.e. contacts list. I get the 3 columns with the name, tel. and city and i cannot change anything.

thx4help.

Herkules

re: Customize Marketing List (List Member View)

Herkules — Wed, 06 May 2009 16:37:24 GMT

Sorry, im blind. Now i got it.

Just opend my eyes and read.

re: Customize Marketing List (List Member View)

Stephan — Tue, 28 Jul 2009 18:55:31 GMT

Hello, thank you for this great entry!

I was alqays told, that customizing the columns in a marketing list was not possible, now I see, that is is - unfortunately for me only theoretically:

I have severe problems at step 8:

When I navigate to Settings --> Customization there are no features, only the possibility to download data with the description of the web service. (The German message reads "Dateien mit Beschreibung des Webdiesntes herunterladen") I then have the possibility to download a "main Data Web Service" or a "Metadata Web Service". The only results are new tabs with something that looksw a little bit like html code.

Am I in the wrong settings menu?

Thanks for your help!

Stephan

re: Customize Marketing List (List Member View)

Charles — Fri, 30 Oct 2009 21:58:02 GMT

Great Post - help me generate a ton of value with MS CRM for marketing purposes.

Thanks!

Charles

re: Customize Marketing List (List Member View)

Jan Havel — Mon, 02 Nov 2009 14:17:00 GMT

Great! Works perfectly, thanks! Jan

re: Customize Marketing List (List Member View)

Chris Cox — Thu, 05 Nov 2009 18:23:27 GMT

Thank you very much for this amazingly helpful post.

I have looked several times before for a way to do this and now it works.

Brilliant thanks

Chris