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

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Update source campaign for leads with most recent emails they received.

(0) ShareShare
ReportReport
Posted on by 230

Hi Community,

Is there a way to append the source campaign column for leads with campaign name of most recent emails they have received.
I want all the leads from marketing campaigns to have a source campaign.

So here's what we want to identify & Implement

1. Leads with source campaign columns as empty.
2. Look for the most recent email there parent contact has received
3. Append the campaign name columns of that email to source campaign of the respective leads.

appreciate your help...

Regards,
Hari

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Hari Narayan Singh,

    This could be achieved by Power Automate flow. Here are the steps you need to do:

    1. List all leads whose source campaign is empty.

    2.Loop these leads and list email messages which is regarding to the contact of lead(order by 'Modified On' Desc and limit one row).

    3. Create a row of  Campaign table with the email's subject in step2.

    4.Update the Lead and fill in the source campaign column with the Campaign in step3.

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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 72 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans