Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Answered

Distribute campaign activity by custom field

(0) ShareShare
ReportReport
Posted on by 70

Hi all,

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

pastedimage1647297585855v1.png

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

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Distribute campaign activity by custom field

    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.

    pastedimage1647487434991v1.png

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

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... 292,162 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