Customizing Marketing List View in Microsoft CRM 4.0 June 20, 2008
Posted by Joel Kriel in CRM 4.0 & .Net development.Tags: All Members, Marketing List Members, Marketing List View, Microsoft CRM 4.0, try catch
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Upon trying to customize the view of the “Marketing List Members” in the Marketing List entity, I hit a road block (typical in CRM 4.0 I have come to realize..). My first instinct was to go under the Contact entity, look for the associated view and modify the view from there. Much to my surpirse, the view didn’t match what I was seeing in the Marketing List. Hmm….
After a short while on Google, I found that the Marketing List Members does not use a view that is available from the Contact entity. Of course it doesn’t! It uses a built in view call “All Members”. In order to modify this, you must use the Advance Find feature, pull up the “All Members” view and modify it there. See the details at Customizing Marketing List from the Microsoft CRM Team Blog site.
Good Luck!!
