web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How assign teams to a ...
Small and medium business | Business Central, N...
Suggested Answer

How assign teams to a campaign or segment

(0) ShareShare
ReportReport
Posted on by ScarletBlue 25

I am using Business Central. In this there is a CRM module. I have run the cycle but now I want to assign team to a campaign, segments and opportunities. I can't find any options and field where I can add the teams or assign them any task. Can someone guide me for how to do it? 

  • Community Member Profile Picture
    Community Member on at

    Hello,

    I am attaching my Task Management manual for Marketing/Relationship Management. Note that the manual was written in 2009 but the functionality in BC has stayed the same since NAV to BC.

    Hope this helps.

    Thanks,

    Steve

    Task-Management-MKTGRM_5F00_06.pdf

  • ScarletBlue Profile Picture
    ScarletBlue 25 on at

    Thank you Steven! This document help me in other parts of the process but still what I am trying to look for is not available in the document.

    If you can suggest me another way it would be great.

    Thank you for your help!! 

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Hello,

    In standard Dynamics 365 BC or Dynamics NAV this does not seem to be possible. You can raise this as a feature suggestion via https://aka.ms/bcideas .

    There may be partner extensions on Marketplace that does have this included.

    Thanks.

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

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 674 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 362 Super User 2026 Season 2

#3
AndrewThomas81 Profile Picture

AndrewThomas81 359 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans