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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Display Accounts that ...
Customer experience | Sales, Customer Insights,...
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Display Accounts that are members of a dynamic marketing list as a view on a related Campaign

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Posted on by ncraigg 35

Hi Folks,

I'm trying to figure out how to accomplish something that might not be possible without programming, but thought I'd ask if anyone has a brilliant idea.

I want to be able to display on a Campaign form a subgrid view of Account records that are members of a dynamic marketing list that is attached to the Campaign. So from the campaign, rather than having to click on the marketing list to see the members, I want users to be able to see the list right there on the Campaign form.

All brilliant suggestions are welcome and appreciated! 

Thanks,

Craig

I have the same question (0)
  • empath-e CRM Profile Picture
    empath-e CRM 1,136 on at

    Hi Craig,

    I've spent ages trying to get this to work as part of my Dynamics CRM training and as far as I can see because of the view restrictions this is not possible with the standard functional features. I assume it will require some form of programming to create the relevant view. I could be wrong.

  • ncraigg Profile Picture
    ncraigg 35 on at

    Thanks so much for the reply, Adam.  If nothing else, you’re helping me avoid spending hours trying to do something that can’t be done without coding.

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