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When you are working with Marketing Lists in Dynamics CRM 2013 you may want think about additional functionalities such as adding columns to a marketing list members sub-grid, as opposed to simply out of the box Members sub-grid. This could be information like email, company name and more. Full Name and Business Phone are the only fields exposed out of the box.

customizing

It’s simple to do; here’s how!

Here you see the out of the box Marketing List form view. Let’s go through the steps to add those columns!

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

1. Navigate to Settings > Customization.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

2. Find the Contact Entity and click on Views > Contact List Members View.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

3. Click on Add Columns to add any additional columns you want to surface. In this example email was added.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

 

Adding or Removing Columns

  1. To move the columns from left to right, select the column then use the arrows (circled in green in the above image) to move the column left or right.
  2. To add columns, select the columns you want to add.
  3. To configure the sorting, choose ascending or descending.
  4. Change Properties allows you to make columns wider or narrower.
  5. Select a column to remove it.
  6. Click Save and Close.
  7. Publish your changes.

Viola! You have now surfaced additional information for your Marketing Members sub-grid.

Add Columns to the Marketing List Members Sub-grid in Dynamics CRM 2013

 

Interested in learning more?  Check out an overview of Marketing Lists in the PowerObjects CRM Book – hands down the best online Dynamics resource out there. Happy CRM’ing!

 

 

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.