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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Show Campaigns related...
Customer experience | Sales, Customer Insights,...
Suggested answer

Show Campaigns related to Account/Contact/Lead

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Posted on by Ana Grou 35

Hellow everyone 

I have a challenge from a customer. Basically I need to show in the Accounts/Contacts/Leads forms a grid that shows the related Campaigns if those Accounts/Contacts/Leads are included in the Marketing Lists associated to that Campaign.

So let's imagine that the campaign XPTO contains the Marketing List A with the Account XPTO and Account XPTY. So in the account XPTO, I would like to see in the grid 'Campaigns' the campaign XPTO record. 

This is not a direct relationship. I tried to create a relation 1:N but it would require to indicate the Account, and I have more than one Account ... 

Any thoughts? 

Many many thanks,

Kindly,

Ana Grou  

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: Show Campaigns related to Account/Contact/Lead

    Hi Ana Grou,

    I added/created 3 campaigns

    pastedimage1661875122972v1.png

    I created/add three marketing lists

    pastedimage1661875159975v2.png

    Add existing campaigns against each list

    1. List 1pastedimage1661875232953v3.png
    2. List 2pastedimage1661875269965v4.png
    3. List 3pastedimage1661875330133v5.png

    Similarly, add Abdul Wahab to all of these three campaigns.

    Finally, I can see the results which you want

    pastedimage1661875451838v9.png

    pastedimage1661875428893v8.png

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Ana Grou Profile Picture
    Ana Grou 35 on at
    RE: Show Campaigns related to Account/Contact/Lead

    Hello :)

    That won't solve my problem either, I tried to create that query, but is needs to identify a specific contact (it is a lookup field) ... it would be something like "where me as a contact, i actualy belong to that marketing list, which is related to a campaign" :D

    This is very tricky!!

    Kindly,

    Ana Grou

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: Show Campaigns related to Account/Contact/Lead

    Hi Ana,

    Let's talk only about contacts. Do you need to see all campaigns against the contact Abdul Wahab?

    Am I right? If this is the case then my proposed solution will work without any need for new column and relationship with just a little code or extension or configuration.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Ana Grou Profile Picture
    Ana Grou 35 on at
    RE: Show Campaigns related to Account/Contact/Lead

    Hello, Im afraid this won't help, because we want to add marketing lists to the campaign, not contacts. I understand the relationship you are proposing, but here is an indirect relationship. Perhaps I will have to use some code to fetch the data I need. Thanks for your purpose!

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: Show Campaigns related to Account/Contact/Lead

    Hi Ana,

    If you create a new relationship then you must need to fix data or in future, you need to fill new columns. As per my understanding, you can do the below of your contact, account, and leads form using a shared query. (Note: In my instance person is contact)

    pastedimage1661837028406v2.png

    1. Add in HTML
    2. Canvas App
    3. SSRS Report

    As your requirement is just to see campaigns against contact, account and lead forms.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • KK-365 Profile Picture
    KK-365 1,010 on at
    RE: Show Campaigns related to Account/Contact/Lead

    Hi,

    You can create N:N relationship between campaign and Account/ Contact.

    Below article will show you the steps to follow.

    https://clickdimensions.com/microsoft/how-to-track-contacts-with-microsoft-dynamics-365-campaigns/

    If you find this helpful, please mark it verified.

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