Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Connection a campaign ...
Sales forum
Unanswered

Connection a campaign or campaign activity to activities created by a sequence

Posted on by
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?
Categories:
  • MichaelTorres Profile Picture
    MichaelTorres 31 on at
    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

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans