{"id":2864,"date":"2016-12-01T10:35:25","date_gmt":"2016-12-01T10:35:25","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=2864"},"modified":"2021-02-26T20:00:52","modified_gmt":"2021-02-26T20:00:52","slug":"build-marketing-list-directly-map-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/build-marketing-list-directly-map-dynamics-365\/","title":{"rendered":"Build Marketing List Directly from Map in Dynamics 365"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">It is a great saying that \u201cYou build a great product but it is no good without targeting it to right customers.\u201d Precise targeting plays an important role especially while running marketing campaigns. Such campaigns usually target leads or prospects that are within a particular geographic area. For instance, advertisement of a local retail store will be effective when customers are targeted closer to that store. In order to satisfy this need, it is important to target specific geographic area. Earlier versions of Maplytics\u2122 helped you to create marketing list by saving data as a personal view and then adding this personal view to build a marketing list. In <a href=\"http:\/\/www.inogic.com\/blog\/2016\/09\/maplytics-august-release-unlock-locational-intelligence-within-dynamics-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Maplytics August release<\/a>, we made an advancement to create marketing list directly from Map itself within Dynamics CRM. This blog will discuss how to create marketing list.<\/p>\n<h3 style=\"text-align: justify;\">Steps to create marketing list directly from the map in Dynamics CRM:<\/h3>\n<ol>\n<li style=\"text-align: justify;\">Open <em><strong>Detail Map \u2192 Plot records on Map \u2192 Click on \u2018View data\u2019<\/strong><\/em> at bottom of the screen as shown in the screenshot below;<\/li>\n<\/ol>\n<p style=\"padding-left: 30px;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-2865 size-large\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/12\/1-1024x496.jpg\" alt=\"Dynamics CRM Map\" width=\"604\" height=\"293\" \/><\/p>\n<ol start=\"2\">\n<li style=\"text-align: justify;\">Click on <em><strong>&#8216;Save Data&#8217;<\/strong><\/em> button, the user will find three different options to save data as shown below:\n<ul>\n<li><strong>Marketing List:<\/strong>\u00a0Save the plotted records on Map directly to Marketing list\n<ol>\n<li><strong>Add to Existing Marketing List:<\/strong> User can add data on the map to an existing marketing list. Dynamics CRM duplication rule will be applicable here and even if you add existing record to this marketing list, it will not create duplicate records.<\/li>\n<li><strong>Create New Marketing List:<\/strong> This option helps you to create your own marketing list.<\/li>\n<\/ol>\n<\/li>\n<li><strong>Personal View:<\/strong> User can also save data as a personal view for future reference.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p style=\"padding-left: 60px;\"><img decoding=\"async\" class=\"aligncenter wp-image-2866 size-large\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/12\/2-1024x499.jpg\" alt=\"Map Microsoft Dynamics CRM\" width=\"604\" height=\"294\" \/><\/p>\n<ol start=\"3\">\n<li style=\"text-align: justify;\">The user can select records from the grid to add members and create new Marketing List in Dynamics CRM. Click on <em><strong>&#8216;Save&#8217;<\/strong><\/em> Button.<\/li>\n<\/ol>\n<p style=\"padding-left: 60px;\"><img decoding=\"async\" class=\"aligncenter wp-image-2867 size-large\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/12\/3-1024x493.jpg\" alt=\"Map Dynamics 365\" width=\"604\" height=\"291\" \/><\/p>\n<blockquote>\n<p style=\"text-align: justify;\"><strong>Note<\/strong>: The Marketing List can be created only for Account, Contact, and Lead Entity as per Dynamics CRM guidelines.<\/p>\n<\/blockquote>\n<ol start=\"4\">\n<li style=\"text-align: justify;\">The user can also plot a marketing list in Detail Map as shown in the screenshot below;<\/li>\n<\/ol>\n<p style=\"padding-left: 60px;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2868 size-large\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/12\/4-1024x498.jpg\" alt=\"Map Integration Dynamics CRM\" width=\"604\" height=\"294\" \/><\/p>\n<h3><strong>Conclusion:<\/strong><\/h3>\n<p style=\"text-align: justify;\">Maplytics, perfect solution for <a href=\"https:\/\/maplytics.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Mapping Dynamics 365<\/a> CRM has multiple innovative features for providing best user experience. It helps in visualizing <a href=\"http:\/\/www.maplytics.com\/map-dynamics-crm-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">Dynamics CRM records on the map<\/a> and performs insightful actions with the data. Using above-mentioned steps, users can now save Dynamics CRM records from Map to Marketing List. Users can further use the added records to create a quick campaign from the list or other marketing operations.<\/p>\n<p><em><strong>Watch this space for more updates of Maplytics\u2122! Maplytics is now a part of <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4\" target=\"_blank\" rel=\"noopener noreferrer\">AppSource<\/a>!<\/strong><\/em>[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>It is a great saying that \u201cYou build a great product but it is no good without targeting it to right customers.\u201d Precise targeting plays an important role especially while running marketing&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[64,65,66,67,68],"class_list":["post-2864","post","type-post","status-publish","format-standard","hentry","category-features","tag-create-new-marketing-list-in-dynamics-crm","tag-mapping-solution-for-dynamics-crm","tag-marketing-list-from-map-within-dynamics-crm","tag-save-dynamics-crm-records-from-map-to-marketing-list","tag-visualizing-dynamics-crm-records-on-map"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Build Marketing List Directly from Map in Dynamics 365<\/title>\n<meta name=\"description\" content=\"In Maplytics August release, we made an advancement to create marketing list directly from Map itself within Microsoft Dynamics CRM.\" \/>\n<meta name=\"robots\" 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