Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Can you make Source Campaign a required field when creating leads?

(0) ShareShare
ReportReport
Posted on by

I need every lead to be tied to a source campaign. If it's not a required field, then I know it won't get done. I don't see how I can make it required. Is it possible?

Thanks!

*This post is locked for comments

  • RE: Can you make Source Campaign a required field when creating leads?

    Dur, thanks! I looked but didn't see it there and gave up thinking it was a field controlled from the Campaign entity. Thanks!

  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,558 on at
    RE: Can you make Source Campaign a required field when creating leads?

    if you go into the customizations area under the Lead Entity -> Fields look for Source Campaign. You should be able to change the level from Optional to Business Required. Save and Publish and you should be set.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,160 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,962 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans