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Microsoft Dynamics CRM (Archived)

Dispersing Campaign Activities without email addresses

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Posted on by Microsoft Employee

Hi All,

Our business recently upgraded from Dynamics CRM 11 to 365 Cloud. During the upgrade we identified a change/issue with campaign activities.

Issue: When distributing campaign mailing activities, the activities are failing to appear in the contact records as the contact does not have a valid email address. Our users do not send out any emails from Dynamics and are only looking to add bulk activities (with tracked responses) for physical mailings that have been sent out

  • We are utilizing a Letter Activity
  • The email server is in no way configured for this version of Dynamics
  • As this is a physical mailing, email address is often blank for the contacts

It seems in 2011, the system would alert that the contact may not have gotten an email, but would still enter the activity into the record. The users are looking to replicate this as closely as possible.

It is required by our marketing department that we track both the items sent out and the responses received which is why campaigns were utilized.

End Goal: Bypass the requirement for email address/bulk email allow when sending out a campaign activity

Thank you!

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