INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
Notice that on the first page, there is a Type field. There are two types of groups: Dynamic and Static. If you define a static group, it will be populated with information at the time of creation, and won’t automatically change if the underlying data changes. For example, if you add new companies after you create the group that matches the criteria for the group, they won’t automatically appear in the group. On the other hand, the content of Dynamic groups is refreshed every time you use them.
Now that you have the group defined, it appears in the Groups tab in My CRM. Click on the group, and you will see the list of companies that matched the group definition.
On the right side of the page, the action buttons show what you can do with the group.
You can do a Mail Merge with the companies in the group, create a new task for all companies, create a new email (and you can use merge fields while defining the email content), export the group to a file, do a mass update, or update territory. You can also refresh the group content, which is useful for static groups. Finally, you can view or modify the underlying SQL query you used to populate the group.
As you can see, groups are a powerful way of performing an action on a selection of records from any entity in CRM. In addition to these actions, groups are also used in telemarketing activities, but that’s a topic for a separate blog post.