6

Related Campaign Response field enhancement

1. Campaign activities only work with related marketing lists. It would be great that if by default, we can look up records from general marketing lists and select the item.
2. Marketing lists should be displayed as options when we need to look up for more records

CRM Online ...

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
5

Ability to create Quick Campaign for custom entity by default in Microsoft Dynamics CRM Online

when creating a Quick Campaign form, you can only include phone calls, appointments, letters, faxes and emails.

I would like to customize these entities on forms by default.

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0 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Campaign Response Data Import Template not importing Lookup Field Correctly

The new data import template for Campaign Response will not import because it does not transform the campaign name into the Parent Campaign lookup field (regardingobjectid).

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0 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
0

Campaign Response Data Import Template not importing Lookup Field Correctly

The new data import template for Campaign Response will not import because it does not transform the campaign name into the Parent Campaign lookup field (regardingobjectid).

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0 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
4

Please provide the solution to change the name of 'Targeted At' field in marketing list

When we changed the name of the Account for example, 'Targeted At' field in marketing list must be reflected as well. It will be great to have this function to be added.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
6

Please allow dynamic marketing lists to be added into contact entity

When adding marketing lists into contact entity, it only allows static lists to be added. It would be great to have a function that can add both dynamic and static marketing lists to be shown.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
-1

Bug: Related entities do not show in Marketing List->Manage Members when relationship has custom label

Marketing list->Manage Members->Add using Advanced Find allows you to find and add members based on related entities, including custom entities. However, if you use a custom label for the relationship (Settings->Customize the System->Contact->1:N Relationships->Navigation Pan...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
12

Related Campaign Response field is not mapped when converting Campaign Response to Lead

Related Campaign Response field is not mapped when converting Campaign Response to Lead

It is very difficult to track which one is the original Campaign Response of The Lead and somehow users want to copy the fields, we cannot use this relationship to track which Campaign Response r...

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
19

Should be possible to import members to marketing lists

If a user has a list of Companies (that may already be in CRM) from an external source it should be possible to import these Companies as members to an existing marketing list. Same goes for contact and lead members on marketing lists.

I saw another similar feedback item in this for...

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Marketing List member count not display correct count in CRM 2013

Issue
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Count of records associated to marketing list and displayed by 'Members Count' are incorrect in CRM 2013
Marketing List has 100 members added but in the 'Member Count' Field that display <> 100
Creating new Marketing List with same records resolved...

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Category: Lists and Campaign (91)

STATUS DETAILS
Completed