69

Ability to select custom 'email enabled' entities for marketing list member types

Currently, marketing list members must either be contacts, accounts, or leads. With the introduction of email enabled custom entities, it makes sense to be able to utilise these email enabled entities when creating marketing lists.

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13 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
2

Add Campaign Responses to Marketing Lists

After we have a marketing event (Campaign), we do a data import to upload our list of attendees as "Campaign Responses" to the Campaign.

Then, we'd like to email all of the people who stopped by the booth to thank them for attending.

How can we add these Campaign Response...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
2

Including cc's and bcc's in Quick Campaigns using email templates in Dynamics CRM 2011

When creating a quick campaign with an email template in Dynamics CRM 2011, you can see the cc and bcc fields, but they are greyed out. I am told they were active options in Ver. 3.0 but were deactivated after that. I have a need for including cc's in most of my campaigns and having to create ...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
2

Fix the Campaign/Quick Campaign functionality to honor the "Do Not Allow Bulk Email Flag"

Per the discussion at http://social.microsoft.com/Forums/en/crm/thread/31ace737-c5fd-4b94-982a-f5ca7b9eab68 it seems that the Do Not Allow Bulk Email flag is still being ignored in CRM 2011 when sending bulk email via campaigns and quick campaigns. This doesn't seem logical to us (or our custo...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
1

Make distribution of CampaignActivity + QuickCampaign handle InvalidPluginExecutionException intelligently

If you have a setup where a plugin may prevent the creation of an activity by throwing the InvalidPluginExecutionException you cannot use the CampaignActivity or QuickCampaign functionality as the distribution of of of these crashes if one of the created activities is rejected by the plugin.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
3

Using workflow to add a Contact to a Marketing List automatically

It would be really useful to be able to use workflow to add a Contact to a Marketing List, when certain fields get set.

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
1

Add a create Quick Campaign Button to Campaign Response

Quick Campaign. Situation: Create a "phone call" activity to 100 clients. Then during each call we record campaign response for each. Then we want to get all the list of interested contacts and do another quick campaign on them

Can we add a "Quick Campaign" Button in the Campaign Re...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes
0

Error when adding members to a Marketing List

Hi,

I'm getting an error when adding users to a marketing list. Below is the error I get when I run a trace. The users just get an error message saying an error has occured.

The error seems to appear when I'm using Advanced Find to add the members and then choose "Add all...

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2 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Completed
12

Convert Lead dialog box cannot be customized

Convert Lead dialog box cannot be customized.

Specifically, we have an "Existing Account" field on the Lead form that we would like to map to the "Potential Customer" field on the Convert Lead dialog box.

(Similarly to how the Currency field is mapped from the Lead record...

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1 Comments

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Category: Lists and Campaign (91)

STATUS DETAILS
Declined
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

Read more... 1 Comments

Category: Lists and Campaign (91)

STATUS DETAILS
Needs Votes