Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer Service forum / Convert Campaign Respo...
Customer Service forum

Convert Campaign Response to Lead

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi All,

I think I have an issue on Campaign Response entity

I'm using this Version. 1612 (9.0.2.193) (DB 9.0.2.189) online

ScreenHunter_5F00_434-May.-30-17.10.jpg

So when I tried to click  'Convert Campaign Response', I cannot click on these 3 buttons:

1. Create Lead

2. Convert to Existing Lead

3. Create a quote, order, or opportunity for an account or contact 

0728.convert-campaign-response.png

So, I cannot create new Lead from Campaign Response now.

ps: on previous version Dynamics 365 version 8.x it run well.

So, what is it about?

1. Is it a new behavior from Mircrosoft?

2. Or maybe I need to fill something mandatory?

3. Maybe something else?

  • Vitali Frank Profile Picture
    Vitali Frank 10 on at
    RE: Convert Campaign Response to Lead

    Have you solved this issue, and can you share us what we can do, because I have the same problem on our On-Premise 9.0.6.9 environment :(

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Convert Campaign Response to Lead

    Hi,

    Please open a ticket to Microsoft.

  • S Mahalakshmi Profile Picture
    S Mahalakshmi on at
    RE: Convert Campaign Response to Lead

    I am also facing this issue. Any solution to this problem

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Campaign Response to Lead

    Hi Hakim,

    Thank you for your reply, my user has "system administrator" role.

    As my testing scenario, if use the same User and I assign Business Unit Lead record to Root BU I can convert to Lead, but if I assign BU to another BU ribbon button is disabled.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Campaign Response to Lead

    From your update it appears to be a security permission issue. Can you double check what security roles the user who cant covert has? Then check if the role has the right permissions on the case entity and campaign entity. This will likely need to be the create on the case entity and append/append to on the campaign response entity.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Campaign Response to Lead

    Hi Shidin, I tried on IE as well and the output still the same.

    *update: I login use user with BU root, then the radio button is clickable.

    this is weird for me.

  • Verified answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Convert Campaign Response to Lead

    Most probably, it is a bug, due to the new release.

    Try in different browsers. If its the same issue throughout, raise a ticket with Microsoft.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans