Copy a dynamic marketing list as a static marketing list

Can I do this task?

If you want to change the query for a dynamic marketing list, but want to keep the current list of members intact, you can copy a dynamic marketing list as a static list.

When you copy a dynamic marketing list as a static marketing list, Microsoft Dynamics CRM adds the latest members that match the query criteria of the dynamic marketing list to the static marketing list and then locks the static list. You cannot add or change members of a locked marketing list. If you want to add or modify the members, you must unlock the marketing list.

  1. In the Navigation Pane, click Marketing or Sales, and then click Marketing Lists.
  2. Click the name of the dynamic marketing list that you want to save as a static list.
  3. In the Actions group, click Copy To Static.
  4. When the confirmation message appears, click OK.

Related Topics

Work with Marketing Lists

Find Things

Creating and Managing Marketing Lists

Working Offline

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