Microsoft Dynamics® CRM 2011 Step by Step

Chapter 7. Using Marketing Lists

Chapter at a Glance

In this chapter, you will learn how to

• Creating a Static Marketing List.

• Adding Members to a List by Using a Lookup

• Adding Members to a List by Using Advanced Find

• Removing Members from a List by Using Advanced Find

• Evaluating Members Included in a List by Using Advanced Find

• Removing Selected Members from a List

• Creating a Dynamic Marketing List

• Copying Members to Another Marketing List

• Creating Opportunities from List Members

• Using Mail Merge to Generate a Word Document That Includes List Member Information

Organizations rely on effective communication with their customers and prospects. Marketing is often ...