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Best way to attach activity that happens outside of d365 to a contact in d365

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Posted on by Microsoft Employee

My contact list is managed in D365, and I use a separate email platform to send out email communications to our contact list. The email platform is not integrated with D365.

I would like to be able to attach some kind of record of my email campaigns to the contact so that when you go to the contact page you can see which email campaigns the contact has been sent. I've tried D365's campaign feature, but I only see a way to attach the campaign to the contact if you actually distribute/send email campaigns through D365. Is there a way to attach an email campaign that was not distributed directly in d365 to a contact?

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Best way to attach activity that happens outside of d365 to a contact in d365

    Hey Naomi,

    Are you using the D365 Marketing product? At a high level, you can create a brand new entity/table for your campaigns and just manually attach a record/row in that table to your contact record.

    Thanks,

    Shravan

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