Have you ever needed to assign a list of Contacts to one of several Marketing Lists in CRM? There is a relatively simple way to do so! Step 1: Import your Contacts and Create your Marketing Lists Import your Contacts using CRM’s Import Data Wizard and create your Marketing Lists in CRM. Once your Contacts and Marketing Lists are in CRM, you will create connections between them to tell the CRM which Contacts go with which Marketing Lists. Step 2: Set Up an Excel Spreadsheet Set up an Excel spreadsheet with two columns, one being called “Connected From” and the other “Connected To.” Make sure that these are the only two columns in your Excel file to prevent uploading errors. Add your Contact’s first and last names under “Connected From” and your Marketing Lists under “Connected To.” If you have a contact that belongs in more than one list, the contact should appear on multiple rows. Save the file as a CSV file. Step 3: Import the File In CRM, navigate to Settings > Data Management > Imports, choose Import Data, and select the file you just created. Upload your CSV file using the Import Data Wizard. Click Next until you see the Map Record Types screen. Select Connection as the Microsoft Dynamics CRM record type. Click Next until you reach the Review Settings and Import Data screen, then hit Submit. Your connections will be imported, and click Finish. Step 4: Manage Marketing List Members CRM now recognizes a connection between…
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