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Customising the Quick Campaign Wizard

Posted on by 180

Hi,

To make them more relevant for our purpose, I've rename the Marketing List and Quick Campaign functions to Managed Mail-Out and Quick Mail-Out.

I've been able to successfully change all buttons and related text with the Ribbon Workbench, but cant work out how to change text in the Quick Campaign Wizard (image below).

pastedimage1602722662251v1.png

Is anyone able to advise if it's possible to modify the text in the wizard? and if so, how I can go about doing this?

  • Suggested answer
    CamParker Profile Picture
    CamParker 180 on at
    RE: Customising the Quick Campaign Wizard

    Hi Again Aakash Jain and Bipin Kumar,

    I've found that the Quick Campaign interface accessed via Advanced Find, is different to the Quick Campaign interface available through Marketing Lists and the entity views.

    This seems strange, but the Quick Campaign interface accessed via Advanced Find can be partially customised via the Crmtranslations file. A guide to Translations in D365 can be found here for anyone interested.

    See pic below: Left is via the Company entity view/list page (unable to be modified) and on the right is via Advanced Find (modified via Crmtranslations). Both are from the same environment.

    pastedimage1604874070748v1.png

    It's a shame the same customisable interface isn't used in both places.

  • CamParker Profile Picture
    CamParker 180 on at
    RE: Customising the Quick Campaign Wizard

    Thanks Aakash Jain and Bipin Kumar for your replies. Although this information doesn't ultimately help me to resolve my task, it is helpful.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Customising the Quick Campaign Wizard

    HI,

    Unfortunately this is not customizable.

    Please mark my answer verified if i were helpful

  • Suggested answer
    RE: Customising the Quick Campaign Wizard

    Hi Partner

    As far as I know, customizing the wizard is not possible Unfortunately we cannot change the text of the wizard

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