One of the new pieces of functionality added into CRM 2011 is the addition of Dynamic Marketing lists. These are a thing of beauty. Dynamic Marketing lists allow you to create lists which dynamically manage the members and add in new members who meet the query criteria.
So if you want a list which has all the accounts who purchased a certain product then create a dynamic list and everytime a new account purchases that product they will be automatically included in the marketing list.
I am studying for the CRM 2011 applications exam and you need to know the functionality of static and dynamic lists, so I created the table below
The Difference between Dynamic and Static marketing lists
|Dynamic List||Static List|
|Member types||Leads, Contacts or Accounts||Leads, Contacts or Accounts|
|Adding members||The query to select members automatically adds records which meet the criteria||You can manually add records using the Add to Marketing List button
Manage Members – Add records using a lookup
Manage Members – Add records using an advanced find
|Removing members||Members are automatically removed if they no longer meet the dynamic list query criteria||Manage Members – Advanced find to Remove records
Manage Members – advanced find to evaluate members
|Blocked attribute||You cannot block a dynamic list (you can use the copy to static button to copy the members of a dynamic list to a new static marketing list)||You can block a static list, which stops members being added or deleted.|
|Updating list members||automatic||Manual – a static list has to be updated manually.|
|deactivated records/members||Automatically excluded from the list|
|Can lists be added to a campaign||Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign||Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign|