List (marketing list) entity

 

Applies To: Dynamics CRM 2013

In Microsoft Dynamics CRM, list management and the list (marketing list) entity help you create lists of potential customers or existing customers for marketing purposes. Typically, a list is a potential target for a campaign. However, you can also use it for other marketing reasons. You can generate subsets of a list by using different parameters for a campaign or to run an activity in bulk mode.

There are two types of lists: static and dynamic. To specify whether the list is static or dynamic, use the List.Type attribute. All list members must be of the same entity type, such as accounts, contacts, or leads. To add the members to a static list, use the Microsoft.Crm.Sdk.Messages.AddListMembersListRequest message. The members for a dynamic list are selected dynamically based on the FetchXML query criteria during distribution of a campaign activity or a quick campaign. To specify the FetchXML criteria, use the List.Query attribute. Initially, the member count for the dynamic list is set to null. To determine how many records in the system satisfy the FetchXML query criteria, use the aggregate function on the query. You can create a new static list based on the existing dynamic list by using the Microsoft.Crm.Sdk.Messages.CopyDynamicListToStaticRequest message. The newly created static list is locked.

See Also

Microsoft.Crm.Sdk.Messages.CopyDynamicListToStaticRequest
List (marketing list) entity messages and methods
Use FetchXML to construct a query
Use FetchXML aggregation
Marketing entities (campaign, list)
Sample: Distribute a quick campaign