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Hi Guys
Please note that whenever i use 'Copy as Campaign' feature , it just creating a campaign, but it doesnt copy the members in it. I have been told that this is a standard functionality and it is supposed to copy the members as well. Can someone please confirm this?
Also the client have asked me to create a workflow where you can copy all the members from one campaign to another. Can some one please help me in creating this?
Thanking in advance.
Hi Aisha1985,
The Ribbon workbench is not Microsoft's official software. It can change the button function by replacing Microsoft's front-end code with own code. However, there is still a considerable part of the code that is not open to the public and cannot be modified.
It can add a custom button: https://www.cloudfronts.com/blog/d365-enterprise/adding-a-button-on-ribbon-and-on-click-opens-quick-create-form-using-ribbon-workbench-in-xrm-toolbox/
But I can't find the code can implement your function. Perhaps the function can't succeed, especially if you don't know the code.
Hi thanks alot for your help in providing me that information.
Can you please tell will i be able to create that custom button with Ribbon workbench, if i dont know any coding?
[quote user="Aisha1985"]Hi Guys
Please note that whenever i use 'Copy as Campaign' feature , it just creating a campaign, but it doesnt copy the members in it. I have been told that this is a standard functionality and it is supposed to copy the members as well. Can someone please confirm this?
Also the client have asked me to create a workflow where you can copy all the members from one campaign to another. Can some one please help me in creating this?
Thanking in advance.
[/quote] [quote user="Aisha1985"]Hi Guys
Please note that whenever i use 'Copy as Campaign' feature , it just creating a campaign, but it doesnt copy the members in it. I have been told that this is a standard functionality and it is supposed to copy the members as well. Can someone please confirm this?
Also the client have asked me to create a workflow where you can copy all the members from one campaign to another. Can some one please help me in creating this?
Thanking in advance.
[/quote]Hi Aisha1985,
I'm afraid the “Copy as Campaign” button doesn't copy members, and the workflow doesn't do that either.
If you absolutely need this functionality, you can try using the “Ribbon Workbench” to custom button:
Develop 1 Ltd | Ribbon Workbench for Dynamics 365 & Dynamics CRM
Knowledge Base – Ribbon Workbench for Dynamics CRM/365 & Power Platform (uservoice.com)
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