Microsoft Dynamics CRM (Archived)

How to assign the campaign activities to the team

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Posted on by happyman

565

Hi,

Can i assigned the compaign activites to a team.

When a click in distributed

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and assigned the activites to the team

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nothing happend her

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however, when i assigned the activites to me, or another user, i can see the activites created.

any help please.

Thanks

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RaviKashyap 55,410 Moderator on at

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Hi,

Please ensure the team you are assigning the record has permission/ role assigned. I have tried this on my trial and it failed as you said but then when I assign the security role, it worked.

Hope this helps.

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Community Member on at

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Hi,

You could try to assign the Campaign Activities to the team. You can do this by using "Assign" button instead of "Distribute" button.

Hope it helps.

BR,

Judy

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Appreciate to Mark it as Answer if it helps.

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gdas 50,091 Moderator on at

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Hi ,

I would suggest try to check first with one user who have the sufficient access. Add that user to the team and finally assign the security role team . It will definitely work .

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happyman 565 on at

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Hi Ravi Kashyap

For testing, i have assigned the role system admin to my team and all member of the team, but i have still the same problem.

Thanks

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RaviKashyap 55,410 Moderator on at

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Can you regresh and try again? It happenes with me but worked after refresh

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happyman 565 on at

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unfortunately, it does not work.

I also added the owner of the campaign (who creates the companion) to the same team, but i still have the same issue.

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happyman 565 on at

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Hi,

When i try to assigne the activites to a team, the process blocked in this steep

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