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Microsoft Dynamics CRM (Archived)

distribute activity to newly added member of marketing list

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Consider that I have an activity campaign and I distribute it. After I distribute the activity, I came into updating the marketing list and adding member, in this scenario, how can I distribute the activity for newly added members ? Is it possible at all ? 

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  • Suggested answer
    Shidin Haridas Profile Picture
    3,497 on at

    You would need a workflow / plugin or some custom code which can do that.
    OOB, there is nothing which does this, AFAIK.

    Basically, when a member is added to the list (this is the trigger event), you need to retrieve the distributed activities and create them for the newly added marketing member.

    If my answer helps you, please mark it as verified to help the next person landing on this post.

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