Marketing List Management

Simplified management of Marketing Lists

Marketing List Management Marketing List Management

Simplified management of Marketing Lists

Initial Situation

By default, the CRM only offers the option of adding members or removing members from a marketing list using the "Extended Search". There is, however, no quick and user-friendly method to move a member from one marketing list to another or to compare the members of two marketing lists.

This will, for example, be required whenever new marketing lists are created based on past marketing results.


The AddOn extends the standard functionality by a "Move Member Button". This means the "Marketing List Management" AddOn offers the option of moving members from existing marketing lists to another at a click of a button.


The AddOn improves the user-friendliness of the CRM. It allows for conclusions drawn from already active marketing lists to be used for easy creation of new marketing lists.

  • Fast data entry - as marketing list members can be moved at the click of a button.
  • Higher quality of the marketing lists as historical data can be accessed more easily
  • Improved marketing results due to improved data evaluation
  • Increased user acceptance as the CRM follows the approach used by the user


Visualization: "Move Button“
 Click image to enlarge

Additional Information

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

Download & test Sales contact

AddOn MarketingListManagement
Server license < 51 User 900 CHF
Server license < 101 User 1350 CHF
Server license < 201 User 1800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Version 7.1.0
Date of publication 25.06.2015
Language * DE / EN

* Additional languages can be provided on request