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When creating a Marketing List from Microsoft Dynamics Marketing (MDM), there is an out-of-box (OOB) option to synchronize with CRM. However, synchronizing from CRM to MDM functions slightly differently.

crm-for-marketing

To synchronize from MDM to CRM, navigate to the Marketing List and check Synchronize with CRM. The list will now automatically update when contacts meeting the established criteria are added.

Synchronizing a Marketing List from Dynamics CRM to MDM

To synchronize a marketing list created in CRM to MDM, verify the CRM Connector solution is added to your CRM instance. (Additional information: Configure CRM online Connector)

Synchronizing a Marketing List from Dynamics CRM to MDM

Then navigate to the Marketing List form in your solution.

Synchronizing a Marketing List from Dynamics CRM to MDM

A new field is added to the Marketing Lists fields when the solution is imported. Simply select the Sync Enabled field and add it to your Marketing List form. Toggle to Yes on Sync Enabled synchronize the list from CRM to MDM.

Synchronizing a Marketing List from Dynamics CRM to MDM

Synchronizing a Marketing List from Dynamics CRM to MDM

For more information on how Microsoft Dynamics can help your business’ marketing, read our blogs on What’s New for Marketing in Microsoft Dynamics CRM Fall 2014 Part 1 and Part 2. Or check out our other Dynamics CRM educational materials here!

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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.