Microsoft Copilot $21 now $18/user/month + 1 month free

March 15, 2018

Create Static Marketing Lists in Dynamics 365

A Static marketing list is a stand-alone marketing list that has to be managed manually.

  1. On the Navigation Bar, select the arrow to the right of the displayed module
  2. Select Marketing and click on Marketing Lists
  3. Click on the New button at the top left
  4. Enter a Name for your Marketing List
  5. Choose the Targeted At. Select either Contact or Account based on the List you are trying to create. Please note that this cannot be changed once the record is saved. Meaning, if you choose to target accounts, you will only be able to add members of the same type
  6. Select Static in Type. Note this cannot be changed once the record is saved
  7. Save

  1. Click Manage Members at the top of the window

  1. Choose an option to add members to the list
    1. Selecting Lookup lets you add members one by one
    2. Choosing Advanced Find lets you add members based on specific criteria

Adding Members to an existing Static Marketing List

  1. On the Navigation Bar, select Sales and go to a list of Contacts, Leads, or Accounts. Note that you can only add the record type associated with the marketing list
  2. Check the box next to the record(s) you would like added
  3. Click Add to Marketing List

  1. Choose the Marketing List you would like to add to

Share On: 

Other articles

Microsoft’s Built-In AI Explained: What You Get for $18/User

Clayton Jones

|

January 13, 2026
Upcoming Lunch & Learn — See Copilot in Action in Microsoft 365 AppsJoin us for a 30-minute Lunch & Learn on January 22, where we’ll walk through how Microsoft 365…

From Frustration to Future-Ready: What Growing Distributors Need to Know About Their Systems

Jennifer Ryan

|

January 8, 2026
I spent years on the other side of the table — inside distribution businesses, closing books at midnight, trying to reconcile inventory that never quite matched, and juggling spreadsheets that…

How Miron Violetglass Scaled 40% Without Adding Headcount

Jennifer Ryan

|

January 6, 2026
Every distributor reaches a point where growth exposes the cracks: too many spreadsheets, too much manual work, and not enough visibility. Miron Violetglass hit that moment and what happened next…

Why Distribution Hand-Offs Break (and How Connected Operations Fix Them)

Jennifer Ryan

|

December 18, 2025
Inside distribution companies, most problems don’t come from bad people or broken intentions. They come from gaps in the hand-offs between teams.As a Controller, I used to think our issues…

Unlocking Insights: Power BI Integration with Dynamics 365 Business Central

Joel Trinidad

|

December 16, 2025
As businesses increasingly rely on data to drive decisions, Microsoft continues to enhance the synergy between Dynamics 365 Business Central (BC) and Power BI. With the release of Business Central Version 26, users now…

The Spreadsheet Trap in Distribution: Why You Lose Control Without Realizing It

Jennifer Ryan

|

December 11, 2025
Let me start with a confession: I love a good spreadsheet. They’re flexible. Fast. Familiar. Elegant.But here’s the problem no one talks about: Spreadsheets eventually become the system. And that’s…