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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Distribute campaign ac...

Customer experience | Sales, Customer Insights,...

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Distribute campaign activity by custom field

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Posted on by J_C

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Hi all,

By default, there are only 4 options when bulk distributing campaign activities. (see image below)

i want to be able to distribute the calls by a custom field that exists in my Company entity. Is this possible? if so how can this be done.

Thanks in advance.

CRM Version 1612 (9.0.23.7) (DB 9.0.23.7) on-premises

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Nya 29,060 on at

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Hi,

Do you mean Account entity by "Company entity"?

The options cannot be modified but the owner of Phone Calls can be modified by a real-time workflow.

The "Assign" step allows to change the owner of the Phone Call.

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