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Customer experience | Sales, Customer Insights,...
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Edit Close Campaign Response Form

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Posted on by 5

Hello everybody!

Help me, please: how can I edit this form? For all activities (Phone Call, Task etc.), this form works as it should - StateCode and Status are displayed:

0804.PNG


For Campaign Response I added several Statuses for one State, but the closing form itself does not contain this field:

2251.png

Please help me figure out how to do it?

  • Verified answer
    Ioannis Vrasenikis Profile Picture
    on at
    RE: Edit Close Campaign Response Form

    Hi Valentin, I see.

    You could consider a custom approach on this.

    An example could be to implement a custom ribbon button, which executes a custom JavaScript.

    The JavaScript could basically load a pop up/div, fetch the existing status / status reasons of the Campaign Response entity and generate input/pick list controls based on these.

    User would select the respective values and submit back the desired states.

  • Valentin Gasenko Profile Picture
    5 on at
    RE: Edit Close Campaign Response Form

    Thx, I understood, but I need some solution for on-premise 8.2.12 =(

  • Ioannis Vrasenikis Profile Picture
    on at
    RE: Edit Close Campaign Response Form

    Hi Valentin, this feature is available on v9 On Premise as well (Just checked and I confirm it is available on 9.0.12.4). It behaves the same as my provided screenshot on my previous comment.

  • Valentin Gasenko Profile Picture
    5 on at
    RE: Edit Close Campaign Response Form

    Forced to update this topic because no reply received yet.

  • Valentin Gasenko Profile Picture
    5 on at
    RE: Edit Close Campaign Response Form

    Hi Ioannis,

    Thank you for your answer!

    Unfortunately, on-premise 8.2.12.

  • Ioannis Vrasenikis Profile Picture
    on at
    RE: Edit Close Campaign Response Form

    Hi Valentin,

    can you share which CRM version you are using?

    When I test this on the current D365 CE Online Version(9.1.0.11730) my changes are reflected in the Close Dialog

    pastedimage1579771526139v1.pngpastedimage1579771591504v3.png

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