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

Urgent: Can't select template in Quick Campaign

Posted on by Microsoft Employee

Hi, 

I am trying to send out a quick campaign as a System Administrator role. Every time I ticked & open the templates I get the below issue:


pastedimage1608633237948v2.png

I have tried different browsers & incognito, cleared all cache & cookies for all time, but I can't get the selector to appear. I need this campaign to go out today urgently, could anyone help with this please? 

  • Suggested answer
    RE: Urgent: Can't select template in Quick Campaign

    Marketing Form Display Attributes

    Please try this change as it resolved our issues.

  • RE: Urgent: Can't select template in Quick Campaign

    Hi, am also facing the same issue.. anyone knows the possible resolution?

  • Suggested answer
    Dean - LVP Profile Picture
    Dean - LVP 215 on at
    RE: Urgent: Can't select template in Quick Campaign

    In case others have this issue, the roles mentioned in the accepted answer no longer exist in D365.  What we found is that the user needs Read, Append, and Append to set on the Language entity under Core Records:

    pastedimage1655419679700v1.png

  • D365Sgreen Profile Picture
    D365Sgreen 20 on at
    RE: Urgent: Can't select template in Quick Campaign

    cloflyMao  I'm seeing the same issue BUT this is happening in D365 Sales: Quick Campaign. Admin account users can access the template. I can't locate "Marketing Data Import" to give that permission to the users without Sysadmin.

    What is the missing permission for D365 Sales with the same issue?

  • carlf Profile Picture
    carlf 20 on at
    RE: Urgent: Can't select template in Quick Campaign

    We are having the same issue, but I'm not seeing "Marketing Data" as an option in the Security Roles. Did the name change?

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Urgent: Can't select template in Quick Campaign

    Hi Lucy,

    Please check whether any of your security role has full privileges to Marketing Data Import entity, the entity can be found in Custom Entities tab.

    5050.a.JPG

    Regards,

    Clofly

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