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 / Microsoft Dynamics CRM (Archived) / Customizing CampaignRe...
Microsoft Dynamics CRM (Archived)

Customizing CampaignResponse to Lead Workflow

(0) ShareShare
ReportReport
Posted on by JFulfordMS 193

I see the automated process (in the ribbon on a CampaignResponse) to convert the CampaignResponse to a new Lead, existing Lead, or attach to Contact/Account. Our business needs require us to slightly modify this process and automate the CampaignResponse to Lead creation process.

My question is, is this workflow a process that can be customized? Or do I need a completely custom process/plugin to automatically convert the CampaignResponses up to a Lead (or based on certain business rules, attach to an existing Lead or Contact)?

Thank you!

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Flydancer Profile Picture
    Flydancer 1,332 on at

    Hi,

    sadly you can not edit the behaviour of this process and have to write your own workflow/plugin.

    If you just wanted to change the mapping of some fields, have a look at this article

  • JFulfordMS Profile Picture
    JFulfordMS 193 on at

    Thank you for your response. I was afraid this was the case. Are you aware of any plans to introduce this feature?

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
AS-17030037-0 Profile Picture

AS-17030037-0 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans