Summary: Build and manage Dynamic Marketing Lists using Co-Pilot, feeding them directly into Click, so your email campaigns always reach the right audience automatically.
There’s a new way to build and manage your email audiences, one that saves time, reduces complexity, and keeps your campaigns laser-focused on the right people.
Thanks to the integration of Copilot Studio and the Dataverse MCP (model context protocol) with Dynamics 365 Sales and Click, you can now create and update Dynamic Marketing Lists using plain, everyday language, no technical expertise required. The right audience for your next email send is now just a conversation away.
Copilot Builds Your Lists For You
Using Copilot integrated within Click, anyone on your team can create and manage Dynamic Marketing Lists simply by describing what they need in plain language.
No query builder. No technical setup. Just tell Copilot who you want to reach, and it takes care of the rest.
For example, instead of navigating menus and filters, you can simply say:
“Create a dynamic list of contacts at partner accounts in North America who have engaged with marketing emails in the last 60 days and don’t have an open opportunity.”
Copilot will identify the right record type, build the query logic, and save a named, ready-to-use Marketing List in Click.
What Are Dynamic Marketing Lists?
Dynamic Marketing Lists are smart, self-updating audience lists built on criteria you define. Rather than manually adding or removing contacts, you set the rules, and the list keeps itself current as your CRM data changes.
- For example, a list might include:
- Contacts based in the United States
- Working at Partner Accounts
- With a job title containing “VP” or “Director”
- Added in the last 90 days
As your data evolves, so does your list — automatically.
Key Benefits You’ll See Right Away
Anyone can build an audience, not just CRM experts. Copilot removes the technical barrier. Your marketing team can now create sophisticated segments without raising a ticket or waiting for support.
Lists stay up to date without any manual effort. Because these are Dynamic Lists powered by live CRM data, they reflect reality, whoever meets your criteria today is on the list today.
Refining an audience takes seconds, not hours. Already have a list? Just ask Copilot to update it. Need to exclude people emailed this month? Add a new region? Narrow it to enterprise accounts? Done.
Examples of what you can ask:
- “Exclude anyone who has already been emailed this month.”
- “Add EMEA partner accounts to this list.”
- “Remove SMB accounts and limit this to enterprise customers.”
Copilot updates the underlying list logic while keeping the list itself intact — which matters when it’s already being referenced by active Click campaigns.
From List to Send: How It Works with Click
This is where everything comes together.
The flow is simple:
Copilot helps you create or refine a Dynamic Marketing List
The list automatically stays current based on your CRM data
Click uses that list as the audience for your email send
Click handles delivery, suppression and consent, scheduling and throttling, and reporting and analytics
Copilot’s role is purely about defining the right audience. Click does the sending, compliantly, at scale, with full visibility.
What This Means for Your Team
This update is about making smarter email marketing accessible to more people, more of the time.
Whether you’re a seasoned CRM user or someone who’s always had to ask for help building a list, Copilot bridges the gap, so your campaigns can move faster, stay accurate, and reach the right people every time.
Here’s what you can look forward to:
- Faster audience building — describe what you need and let Copilot do the heavy lifting
- More accurate targeting — lists that update automatically as your CRM data changes
- Less reliance on technical skills — your whole team can contribute, not just CRM specialists
- Seamless email activation — audiences flow directly into Click, ready to send
Ready to Get Started?
If you’re already using Click, this capability is ready to put to work. Start by describing your ideal audience to Copilot, and see how quickly you can go from idea to a fully built, live-updated list.
Smarter email marketing doesn’t have to mean more complexity. With Copilot and Click working together, it means less.
