Distribution of tasks to a marketinglist

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Posted on by Leif_23

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Hey Guys,

I hope you all do good. I am currently struggling with a solution to distribute tasks assigned to one user to all contacts within a marketinglist. In a campaign i can only distribute letters, mails or calls, but no tasks. Is there another way for tasks? My sales guys want to coordinate themselves with tasks.

Thanks!!

Best

Leif

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Leif_23 169 on at

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RE: Distribution of tasks to a marketinglist

Thanks!!
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Wahaj Rashid 11,321 on at

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RE: Distribution of tasks to a marketinglist

Hi,

Thank you for your query.

You cannot do this using Marketing Campaigns, tasks are not supported for Campaign Activities.

One way is to use a workflow.

Here is the high-level approach:

Create a workflow with following configurations:

Entity: Contact

Trigger: on-demand

Add a step to create record (task) and set properties accordingly.

Activate the process.

Create a view (based on the criteria used in marketing list).

Go to Advanced Find, look for Contact and choose the view.

Select all records and click on Run Workflow and select the workflow created.

Please note, workflow will only run for the records selected on current page, if you have multile pages, you need to move to next page and re-run the workflow.

If there are too many pages, use following XRM tool box plugin to run on all at once:

Bulk Workflow Execution · XrmToolBox