In MS Dynamics CRM, it may be difficult to determine which records are synchronizing with Acoustic Campaign. To resolve this, CRM users can create a personal view for Leads and Contacts to see the records.

Complete the following steps to create a personal view for Leads and Contacts to see the records.

1. Go to Marketing > Leads or Marketing > Contacts.
2. In the View drop-down menu, select Create Personal View.
3. In the Advanced Find pop-up window, use the All Leads saved view as a starter for creating the custom lead view field where the values equal Yes.
4. The select filter will be the Sync to Acoustic Campaign.
5. Go to Edit Columns.
6. Add the following fields.
7. Now Save the View with a custom name that easily describes it as a view for identifying.
8. Now the View is available under My Views.
9. Go back to Marketing and perform the same steps with Contacts using Active Contacts as the starter saved view.