create quick campaign for custom activity

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Posted on by Chris Crawshaw

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I'm using dynamics online

I have created a custom activity and I need to create these on mass in a campaign/quick campaign.

I could probably do this using a custom list then somehow cycling through the child records in a workflow but I would like to keep the continuity.

My scenario, I have a specific meeting type that requires the custom activity. From a marketing list, I need to create a quick campaign which creates the custom activity record, also triggering a workflow on the record creation for people to follow up.

Cheers

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Rob Boyers 260 on at

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Hi,

Unfortunately, quick campaigns and campaign activities cannot distribute custom activities. You can only generate phone calls, appointments, letters, faxes and emails using quick campaigns and campaign activities. Also, marketing lists can only be constructed for leads, contacts and accounts.

I have seen people customise the Fax entity for this reason in the past with fewer faxes being used these days.

Rob

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