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Microsoft Dynamics CRM (Archived)

Can I add associated campaigns to the main lead form?

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Posted on by

Once you open up a lead, I know that you can click the "V" on the navigation and click 'campaigns'. It will then show all the associated campaigns in a view.

I want to move this view to the main lead form. We'd like to see it front and center. I tried adding it as a sub-grid, but I can't seem to find it as an option any where.

Thanks for the help! I'm on CRM 2016 Update 1 online.

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  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi Brooke

    As far as I am aware there is no out of the box relationship, You would need to add this and set the correct view

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