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How to set the security for a marketing role who could see the details of campaign response and activities?

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Posted on by Community Member Microsoft Employee

Hi, could someone help me~

I design a new form for campaign and set two Sub-Grid, one for Campaign Activities and other for Campaign Responses details as below.

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But when I assigned the campaign to another user, I can't see the the items although I have system administrator and customizer role. Is there anything I need to do if I wanted some security role see the list details under the same business unit?

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Marketing

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Community Member Microsoft Employee on at

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RE: How to set the security for a marketing role who could see the details of campaign response and activities?

Thank you Mihir, it is work now~
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Mihir@CRM 4,036 on at

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RE: How to set the security for a marketing role who could see the details of campaign response and activities?

The campaign response subgrid has selected "My campaign response" as the view.

You may not have any ownership of Campaign responses. So you are not seeing the campaign responses in the view.

Try by changing the selected view to All campaign responses.

Hope this helps.