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Customer experience | Sales, Customer Insights,...
Answered

How to track which Opportunity created from Campaign Response

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Posted on by 90

Hello,

In Opportunity Entity how can I identify which Opportunity created from a Campaign Response and I want to add some fields in both entity and do mapping those fields.

Please suggest how can I do it.

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  • Verified answer
    mobeenmohsin Profile Picture
    on at

    Hi Sakib,

    It is OOB conversion so you can't add fields, please find below document:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/179434/converting-a-campaign-activity-response-into-an-opportunity/446579

    You can also try using opportunity create plugin to see if we can do anything there. 

    We can add fields in standard opportunity which created by users and include default values there which shows that opportunity is created by user and if that field is empty then it means that opportunity is created from campaign response. Thank you.

    Best Regards,

    Mobeen Mohsin

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