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How to Add Campaign and marketing list entity to APP in on premise

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Posted on by Microsoft Employee

Hi,

Can anyone suggest a way to add campaign and marketing list entity to APP? I added to the APP's site map but these two entities are not shown when the APP is loaded.

Please note that we are using On-Premise version, any suggestions?

Thanks

  • Suggested answer
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Hi just curious, 

    You can check out more of the documentation for Dynamics 365 Customer Engagement here.

    Also, feel free to ask also at our General forum here.

    Best regards,

    Defne Ayanoglu

    Microsoft Dynamics 365 for Marketing team

    Don't forget!: If you have gotten the answer to your question - mark your question as answered (even if the answer is not what you have hoped for). By doing so you show appreciation to the free-of-charge help that you have received from another forum member.

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Hi Partner,

    I tested in OP 9.0 and reproduced your issue.

    It seems that some entities are limitted to display in UCI in OP deployment even if I have tried to create a new UCI app and add Campaign entity.

    pastedimage1582625965569v1.png

    You could try to install sales hub application for your op environment to test whether it could support more entities in UCI.(not sure)

    Please refer this thread if you would like to install sales hub application:

    https://community.dynamics.com/365/f/dynamics-365-general-forum/320051/how-to-install-the-sales-hub-in-the-on-premise-deployment-version-9-0

    In conclusion, currently UCI is not fully supported for OP version, you may need to stay on classic UI to work for full features.

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    The below is the site map. Are you trying it in on-premise?

    pastedimage1582622859377v1.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Yes the campaign entity has been enabled. The below is the error message from APP

    pastedimage1582622131379v1.png

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Hi,

    Thanks.

    Have you enabled Campaign entity to be available in your application in sitemap editor?

    pastedimage1582620647598v1.png

    In addition, could you share screenshots of your sitemap settings of Campaign entity and error message on mobile App?

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    1. I used the OOB APP Designer>Site Map

    2. Enabled "Enable for mobile" but the other is disabled so couldn't change

    3. Yes it display in the SiteMap

    4. When i tried to access the URL i get an error message The Campaign entity is not valid for this client  

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Hi Partner,

    1. Could you share how did you add item in sitemap?

    2. Have you enabled "Enable for mobile" and "Enable for phone express" options to Campaign entity?

    pastedimage1582618324792v2.png

    3. Try to log out and sign in again to test whether Campaign could display in sitemap.

    4. If above steps not work, try to add URL item which navigates user to campaign view manually.

    https://org.crm.dynamics.com/main.aspx?etn=campaign&pagetype=entitylist

    Regards,

    Clofly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Yes we are using Customer Engagement. I am not able to add the OOB entity named "Campaign" which is shown up in the classic mode, to the APP.

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: How to Add Campaign and marketing list entity to APP in on premise

    Hi Partner,

    Dynamics 365 for Marketing only has online version.

    It seems that what you describe is marketing module in Customer Engagement instead of Dynamics 365 for Marketing application.

    Are you using Dynamics 365 for Marketing application?

    Regards,

    Clofly

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