Microsoft Dynamics CRM (Archived)

Use of Campaigns to distribute Phone Call activities to respective Marketing List owners

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Hi all,

I've just tried using this but the actual results weren't as I expected...

1. So I've set up a 4x Marketing Lists, each with a different owner, each with varying numbers of Contacts:

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2. Then I created a Campaign and added these four Marketing Lists:

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3. Went on to add a new Campaign Activity, and then clicked on 'Distribute Campaign Activities' near the top:

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4. Followed the on screen instructions and when it came to Distribute ("... choose who you want to assign them to..." ) for "Phone Calls Owner:", I selected "The owners of the records in the target marketing lists" and then clicked Distribute:

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5. However I ("Myself" user) become the owner for these phone call activities (actual outcome):

6. How can I make it so that the Call Froms/Owners are the respective Marketing List owners in step 1.?

Thanks in advanced,

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Aileen Gusni 44,524 on at

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RE: Use of Campaigns to distribute Phone Call activities to respective Marketing List owners

Hi Chon,

It seems complicated, but, yes, you can achieve this by using Plugin.

So the logic will be:

1. Create a plugin onCreate Phone Call entity

2. Get all of the Marketing List from Campaign

3. Get all of the Marketing List Member (It can be static and dynamic)

4. Compare the "Call To" or "Regarding" field from Phone Call, if that exists to the Marketing List Member? If yes, then get the Owner of Marketing List.

5. After get the owner of Marketing List, then you just assign the Phone Call owner as the same owner you get from Marketing List.

But, there will be another case:

Assume, you have these Contacts:

Then you have 4 Marketing List, each of them have Criteria and Owner:

1. Criteria: Country == Colombia or Ireland

Member: Sanchez, Claire, Curtis

Owner: User Franco

2. Customer Level == Gold

Member: Claire, Curtis, Edwin, Smith, Sanchez

Owner: User Ariel

3. Birthday This Month

Member: Hannes, Claire

Owner: User Bryan

4 Gender is Female only

Member: Claire, Sally

Owner: User Evans

Now, if you notice, Claire and Sanchez are member of 2 Marketing List, with different owner.

For Claire, she is the member of 4 Marketing List, owned by 4 different users, which user do you want to assign after creating the Phone Call record to Claire?

And for Sanchez, he is member of 2 different Marketing List, owned by 2 different users as well.

So, based on the CRM default, it will assign to the owner of Claire record, which is the owner is Bryan and for phone call to Sanchez, the owner would be Franco.

Hope it helps and make it clearer.

Thank you.

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RE: Use of Campaigns to distribute Phone Call activities to respective Marketing List owners

I see what you mean, will have to go in and try do a bulk edit on the Contact Owners.

If that doesn't work, are there any workarounds of achieving what I'm after?

Thanks,

C

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Aileen Gusni 44,524 on at

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RE: Use of Campaigns to distribute Phone Call activities to respective Marketing List owners

Hi Chon,

Want to check first

Hannes, Claire, Adam, and Sally, are those contacts belong to yourself as owner?

Who is the owner of those contact?

Because the option:

"The Owners of the records in the Target Marketing Lists"

It means: Will be assigned to the respective Contact/Account/Lead (Marketing List Member) owner, not the respective Marketing List owner --> The owners of the records (not the owner of the Marketing List)

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