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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customizing CampaignRe...
Microsoft Dynamics CRM (Archived)

Customizing CampaignResponse to Lead Workflow

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Posted on by JFulfordMS 189

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!

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  • 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 189 on at

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

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