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Microsoft Dynamics CRM (Archived)

Campaigns - I can view a list of leads associated, but can I view contacts?

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Posted on by houstonbrooke

I was trying to update the form for Marketing Campaigns. I already have a sub-grid that shows a view of associated Marketing Lists and Leads. I'd like to also add one for an associated list of contacts, but I can't seem to get one added.

Is this even possible?

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Aileen Gusni 44,524 on at

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Hi Houston,

You are right.

You can add the Lead to the Campaign because between Campaign and Lead there is a relationship so call Source Campaign field to link them, while in contact and campaign, there is no such relationship.

So the relationship should be Campaign -> Lead -> Contact.

If you want to add the Contact then you should create the custom relationship and link them by yourself.

Thank you.

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houstonbrooke on at

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Ah gotcha. Thanks.

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