If you use the Marketing module of Microsoft Dynamics CRM you may have encountered the need to add a Lead, Contact, or Account to a marketing list via a workflow. CRM doesn't natively support this capability so we created a custom workflow activity to solve the problem.
How It Works
Create a workflow that calls the Add to Marketing List solution, specifying the Marketing List and a link to the Lead, Contact, or Account that you are working with.
Consider this example:
- You are running a marketing campaign on your web site regarding a new product you have developed.
- You have created a workflow to execute when a new Lead is created. This workflow checks the Product Interest attribute found on the Lead form.
- If the value of the attribute is that of the newly developed product, you want to add that Lead to the New Product Marketing List.
- You insert a workflow step that calls Add to Marketing List, providing the Marketing List reference and the reference to the newly created Lead
For more information, visit the product page.
A demonstration version that runs on the Dynamics CRM Virtual PC is also available for download.
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