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Adding Columns to Marketing List Members Sub-Grid in Dynamics CRM 2013


Adding Columns to Marketing List Members Sub-Grid in Dynamics CRM 2013

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.

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!

 

 

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

3 comments on “Adding Columns to Marketing List Members Sub-Grid in Dynamics CRM 2013”

  1. Be careful not to edit the form!

    Unaware of the solution above, I opened the form and edited the selected view. No changed occured! It turns out Jscript overrules this and sets the "Contact" List Members View. Thinking that removing the field will offer a solution, will not help you. Jscript errors and not being able to select the "Contact" Members List View are the consequences.

  2. I am trying to add columns to a marketing list. I go to manage columns I add them, "find" and the fields are there. When I close though the added fields disappear. Any thoughts?

  3. Great article! The company name is not available to be added into member view for leads marketing lists, any idea why?
    Thanks heaps.

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