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Hello,
I would like to develop a solution where I would go into a contacts record and see all the interactions I've had with the particular contact. Where this gets complicated is that we use campaigns, with marketing lists, and contacts are within the marketing list.
We have multiple channels of interactions from email (outside of D365 but manually entered), phone calls, letters, conference attendance, etc.
As we use marketing lists we would just assign the "task" to the specific campaign. We have tried campaign activities but they do not show up on a timeline or page on the contacts information without going into the activities associated view. We are not able to customize the associated view to include the information we would like.
I understand we are not able to create customized associated views and we cannot display items like campaign phone calls within the timeline.
I think the ask is very simple: display all interactions with a contact (through campaigns and marketing lists) on the contact's page (whether a timeline or customized sub grid). While the request seems simple, I think the actual back-end is not.
Any suggestions? Thanks in advance!
Hello,
Maybe you could use the Post entity for that. Using a workflow you could create a post based on conditions/actions (like create a task record) and this post definitely would be display in the Contact timeline.
Please, see if this can be done considering your business process. Also, please check this community post or more details about "POST": (+) A bit About “Post” In Dynamics 365 CE - Microsoft Dynamics CRM Community
Thanks,
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