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

Purpose of 11 Activity Types in CRM

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Posted on by MikeC282 2,115

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?

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  • Verified answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,811 on at
    RE: Purpose of 11 Activity Types in CRM

    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

  • MikeC282 Profile Picture
    MikeC282 2,115 on at
    RE: Purpose of 11 Activity Types in CRM

    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

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,811 on at
    RE: Purpose of 11 Activity Types in CRM

    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.

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