Skip to main content

Notifications

Announcements

No record found.

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

How to track which Opportunity created from Campaign Response

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.

  • Verified answer
    mobeenmohsin Profile Picture
    mobeenmohsin on at
    RE: How to track which Opportunity created from Campaign Response

    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

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

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