web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Purpose of 11 Activity...
Microsoft Dynamics CRM (Archived)

Purpose of 11 Activity Types in CRM

(0) ShareShare
ReportReport
Posted on by MikeC282 2,175

Hi all,

I would just like to get some clarity on some of the activities in the Dynamics 365 CRM. I'm currently mapping some of the out of the box functionality and I can see how phone calls, emails, tasks, appointments and recurring appointments are valuable for CRM activity tracking. What I'm most confused about is some of the other ones mainly:

- What is the difference between Campaign responses and Campaign activities? Would they all need to be manually entered into the CRM?

- Again would Service Activity, letters and fax also need to be manually entered into the CRM? 

I can see value in tracking those activities and distinguishing from others but the manual entry of these tasks would require too much double handling for what it's worth. Would a marketing automation add-on automated some of the campaign activities and responses?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at

    Campaign Response: Campaign responses are records of the communication you receive from potential customers in response to a specific marketing campaign. You can create manually also.

    Campaign Activities: Campaign activities as touch points to your customers that are distributed. They can be phone calls, appointments, emails or letters. They are distributed to members of any marketing lists associated with the campaign. Created manually only.

    Service Activity: Service Activity, used to scheduled service work like appointment to provide service to your custom on specific time slots. Created manually.

    Letters/Fax: are pretty self-explanatory.

    I recommend you read about the application of Dynamics CRM so that all these pieces start making sense. Thanks.

  • MikeC282 Profile Picture
    MikeC282 2,175 on at

    Thanks Zohaib

    I noticed that in the marketing tab in system settings, there is a option to automatically create campaign responses from emails.

    Could I ask what it means by the term "Available only if Email tracking is enabled". What do they mean by email tracking? Is it the folder tracking or Dynamics 365 app email tracking or is there a specific option in setting to turn email tracking on for campaign responses to be automatically created.

    Regards

    Mike

  • Verified answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at

    You can read more info: www.microsoft.com/.../system-settings-dialog-box-marketing-tab.aspx

    Check Dynamics 365 Help Center for all the info: www.microsoft.com/.../default.aspx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans