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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How assign teams to a ...
Small and medium business | Business Central, N...
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How assign teams to a campaign or segment

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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? 

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  • 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 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.

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