3

Originating Lead field of any existing Opportunity is grayed out

When we open an existing lead, we can associate it with a "Source Campaign".

When we open an existing opportunity, we cannot associate it with an "Originating Lead".

In the form settings and the "Originating Lead" field is NOT read-only. Moreover, the field is open on th...

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
3

Deactivating a Campaign

It would be very useful if it could be possible to deactivate a Campaign once it is fully completed. At the moment you can set it to Complete, but this still shows in the Source Campaign Lookup (for example on an Opportunity record) and we are getting a large number in the list. Could this be ...

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2 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
3

Activities concerning campaigns must be possible

It should be possible to have a campaign as a regarded object in an activity.
= It should be possible to have activities for campaigns, just as you can have activities in other entities (like account, order, ...)

Remark: I know there are Planning tasks in campaign and activitie...

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in a previous major release. Planning activities are maintained in the Activity Timeline.

 

Sincerely,

Christian Abeln, PM,

Microsoft.

2

Display Dynamics Marketing Lists against Contact

Currently only static marketing lists can be viewed from a sub-grid on a Contact form and from the Common menu. Dynamics lists are now mainly used so these should also be listed on the Contact form and Common menu. Thanks Eileen

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time due to the following reason:

The calculation required to keep up all dynamic marketing lists (fetch XML queries) that may return a specific contact and that for all contacts would be a large computational effort and could not easily be achieved for most audience sizes and numbers of dynamic marketing lists.

 If you have select dynamic lists that should be observed and reflected on contacts, one way could be to materialize a dynamic lists into a static lists and such use the existing mechanics.

Sincerely,

PM,

Microsoft.

2

Dynamic Marketing Lists Member Count

Include the ability to display the number of members for a Dynamic Marketing list on the form

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0 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
2

Feature request for Campaign Activity

Please provide function Which you can associate "Campaign Response" to "Campaign Activity".

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0 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
2

Ability to test Emails in Campaign Automation

We would like to be able to test an email in campaign automation

MDM Version 16

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
2

Confirm Addition window in Campaign for adding Marketing List not working properly

I am using Campaign and adding marketing list to the current created campaign. Now when the marketing list was created it ask where I want to add the marketing list
--Confirm Addition; Select where would you like to add this marketing list:
--To the campaign only.
--To the campa...

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
2

Marketing List Manage Members button - not all features working as they should

Hi there,

I am using UR13 and created a few Contact Views in order to add these to a Marketing List. I created the Marketing List with Contact Type and then clicked the Manage Members button and used the "Use Advanced Find to add members", selected the view and clicked Find. When tr...

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes
2

Cannot find the Option 'Email Via Mail Merge' from the Web Client while doing a Quick Campaign.

+go to a CRM web client and select a couple of records for a Quick Campaign for selected records.
+Name the quick campaign.
+Under the activity type we see the list of activities to be selected.
+But we don't see the Email VIA Mail Merge in the lists.

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1 Comments

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Category: Lists and Campaign (96)

STATUS DETAILS
Needs Votes