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I'd like to track specific fields (comments, status etc) to each record in a marketing list so I can keep track of their progress in the campaign. I'd ideally like to do this in an editable sub grid for the marketing list.
You can add fields to Marketing List. Please check the following link to create Editable subgrid of the Marketing list.
If found useful, please mark this answer as verified.
Hi as Kalparvru suggested you can easily edit the view for custom fields by editing the Subgrid found under Marketing lists. On there you can add the columns for the custom fields you require to see you could also create a custom view of everything
Are these custom columns within the subgrid not going to roll into other Mketing Lists though?
So for example if i have two marketing lists with the same Account on each, I want to have a unique comment column / field in each Marketing List for that same Account - not the same comment appearing on each Marketing List for that Account
Thanks for your help!
You can create custom views and add custom fields to those views in Marketing Lists.
Thanks for this. Any guidance on how I deal with Form Libraries and Event Handlers to get this to work would be much appreciated.
Do i need to use this? To summarise what I want to track is three fields for each account within each marketing list: unique comments, and two unique option selects
If I add an editable field to a Marketing List whatever I put in that Editable field is replicated in all other Marketing Lists for that Record. I want to have unique, by Marketing List, fields for each Account.
Marketing List 1 > Account 1 > Comment 1
Marketing List 2 > Account 1 > Comment 2
so what might be best doing is this:
Updating Account entity with :
2 unique option sets as you mentioned and creating 3 text only fields:
Comment 1 unique comments go in here at account level
What you could then do is create a Marketing list 1 which has all the columns in
Marketing list 2 with the same etc....
You could also amend marketing list entity to create a custom field called Comment 1:
For anything further detailed you may have to create an intersecting entity between Account/ Marketing list potentially
Thanks you for this!
I'm not sure this gets me where I want to be though.
The use case is that we market businesses for sale. So we will set up Projects (or Marketing Lists) associated with the Account which is a client, and populate a list in a separate tab Sub-Grid with the Accounts we are going to show our client to (potential buyers). I have been looking at doing this through Marketing Lists as it seemed to get me most of the way there bar the ability to track specifically against the accounts within the list.
From this list of potential buyers I want to be able to track what they thought of our client, and various other status fields. So the Sub-Grid table in the Project/Marketing List will show the list of Accounts and their unique status related to that Project.
Does that make sense?
No Problem, to me it would potentially make sense to set up a custom entity called "Projects" which is linked to Accounts within this you can create custom fields required at a project level you can also put activities against each project as an example and can track emails via outlook.
then under each Account have a subgrid of related Projects and potentially feedback under the project.
Yes - this is where I thought I would get to. So I have created a new entity but then where I think i get unstuck is how I work with that entity.
If we assume the new entity is called Potential Purchasers (this is where the custom fields are stored for each Account I am sending marketing material to) then I can create the fields and track the activities against each Account i'm dealing with.
The normal Project entity remains where I have a sub grid of Potential Purchasers.
So I can then add Potential Purchasers to the sub grid on the Project entity.
But at this point my Potential Purchaser entity has no records and I don't want to manually add each Account as I was looking for more of a solution which operates like adding Accounts to a Marketing List. What I want is within the Project entity to select a bunch of Accounts and for them to immediately have a Potential Purchaser record created which links to the Account and Project. I can then track custom field for the Account associated with the Project and the lead Account for that project. This make sense? I expect it's a workflow but I've tried many variations and not succeeded.
You could use ribbon workbench to have a button: www.develop1.net/.../ribbonworkbench.aspx along the top. you could have a list of accounts and a Potential purchaser field on an account and the workflow will update this field with the Potential Purchaser
I've downloaded ribbon workbench but not entirely clear on what you're suggesting - sorry!!
An outline of what I'm looking to achieve is:
Project 1 record
Project 2 record
Account record - XYZ
so the idea of ribbon work bench is you can run it from the navigation it's a quick way instead of clicking Run> Workflow > you can Create a custom button and just press it and it runs the workflow for you and embed within Dynamics navigation.
To me this definitely looks like a custom entity or an intersecting entity.
Do you need to manually add project comments/ Status each time and against an account under a Project?
This is super helpful. I think I'm really close now so thank you so much!
I've created the workflow within the Account entity and can multi select Accounts and run the on demand workflow to create new records within the custom entity.
Is there a way I can have the workflow ask me what Project I want to associate the Accounts with (in the custom entity) upon triggering the Workflow? Otherwise the Project field is left blank when they are added to the custom entity.
I am pleased it helped, I wasn't too sure as it is hard to sometimes describe out but I have done similar use cases.
Out of the box there is no easy prompt for that and -it's not ideal but you could do it two ways.
1. if you have lets say only 5 projects you could create 5 workflows that link on creation to Project 1> Project 2 etc
2. What you could do is set a field up on the account entity a lookup field called Project> or you could do an option set Project 1- 10 as an example
then within your workflow you could say if Account project = 1
then update record to Project 1 etc..
You could do a bulk edit > and select all to be Project 1 as an example. you could also break this down with multiple views under the Account entity so as an example Accounts on Project 1 etc
you could even potentially look at running another workflow that updates the account's association with a project based on some other criteria.
again its not 100% ideal/perfect but it will do the job.
I also would suggest you have a look at this - its really helpful. It is a community tool used that you install via a solution created by Microsoft MVP's etc that will allow further more advanced workflows as an example out of the box you can not use a workflow on a Multi select option set but using this tool you can: github.com/.../Dynamics-365-Workflow-Tools I am not sure if there is specifically anything within here that would work for your use case but it gives you a lot further flexibility further down the road.
I hope this helps
Hi Chikyd did you manage to get on ok with everything?
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