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Microsoft Dynamics CRM (Archived)

Dynamics CRM 2013 view Customer name and Contact from Campaign responce in Activity

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Posted on by 35

Hi,

I'm brand new to Dynamics CRM, so please bear with me :-)

I have an issue with showing Company and Customer names on the “Activities” field.

If I log on to our CRM (We use the Office 365 version of CRM), select Marketing and Activities, and choose “All Activities – Our Company” I will get a list of all our activities – Completed as well as closed.

In this view, Company name (Regarding) and Customer name (Regarding) are filled out with the correct info.

However – If I scroll down the list, a bunch of them, do not have any info written in the same fields. I started investigating, and it turned out, that most of them were related to some sort of campaigns (Regular and Quick campaigns) or campaign responses.

Is there a way, to correct this, since its kind of a drag to click on every single activity, that doesn’t hold that information, to see who the customer is.

It’s even a bigger drag since we normally want to export to excel, and 10-20% is missing Company and customer name

Everything else seems to be filled out correctly – Subject, Regarding, Owner etc etc.

Best Regards

Christian

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  • Suggested answer
    Peter Majer Profile Picture
    on at

    Hi Christian-

    You'll first need to know what company / customer that you want to set these records to.  I'm assuming whatever value is in Regarding is what you want your Company Name and Customer Name to be set to?

    If so, then you can use Bulk Update to update the records:

     1. Use Advanced Find to find these records that are missing values in these fields (search off of the Activity entity).

      2. Sort the records returned based on Regarding (e.g., the Company you want to set the other two fields to), and then select a group of records at a time, clicking the "Edit" button and setting the Company Name and Customer Name fields appropriately.

    However, what I'd recommend doing even further is stopping this problem at the source to prevent more of these activities missing this data you require.  If it's Campaign Responses that are missing the data, then make these two fields required on Campaign Response.

    You can also automate this if you'd rather users just fill out the Regarding field.  Create a workflow that takes the data in the Regarding field, and automatically populates it in the Company Name and Customer Name fields, and then you won't see this problem again in the future.

    Hope this helps!

  • Fritter Profile Picture
    35 on at

    Hi Peter,

    Thanks for your reply - I will look into the matter, and see if it helps.

    Best regards,

    Christian

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