We ask our sellers to tie their activities such as appointments and phone calls and their leads and opportunities back to a campaign or campaign activity. We are exploring the use of Sequences and I am not seeing a way to work this into the process for them so that they don't have to keep doing it. Am I missing something?
Connection a campaign or campaign activity to activities created by a sequence
Hello,
Unfortunately, Dynamics 365 Sequences do not have a built-in feature to directly associate activities with campaigns automatically.
But there is a workaround that might be helpful. You can use workflow automation. Create a Workflow or Power Automate Flow. Then go to Processes under Settings to create a new workflow or use Power Automate to create a flow.
Define the trigger and set the workflow or flow to trigger when a new activity is created. Add conditions and actions to automatically associate the activity with a specific campaign or campaign activity. This might involve setting a lookup field or adding a relationship in the activity record. Save and activate your workflow or flow.
I hope this approach will help solve the problem
Was this reply helpful?YesNo
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.
2
Share
Report
All responses (
Answers (
