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

Notifications

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) / Using 'Email via Mail ...
Microsoft Dynamics CRM (Archived)

Using 'Email via Mail Merge' and tracking campaign responses.

(0) ShareShare
ReportReport
Posted on by Leonard Murdock 100

I have created a campaign activity to send an email via mail merge and I need any responses to automatically generate a campaign response.

CRM creates an email activity for all the sent messages and for the reply tracking work properly, they must all be 'regarding' the campaign activity.

Everything works perfectly if I select the 'Email' channel in the Campaign Activity, but if I try and use the 'Email via Mail Merge' channel, the activities are always automatically set regarding the lead who is recieving the message and not the campaign activity.

Does anyone know how I can fix this?

*This post is locked for comments

I have the same question (0)
  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    Unfortunately, the email distribution feature is not very configurable or extensible. Many customers choose  to integrate CRM with third-party marketing automation tools for this reason.

  • Josh Wells - MSFT Profile Picture
    Josh Wells - MSFT 961 on at

    Hi Leonard,

    Thanks for reaching out to the Microsoft Dynamics CRM Community around this question.  As Neil mentioned, there is not really a way to do this with out of the box CRM functionality.  You can create a plugin that can listen to the DeliverIncomingEmailRequest message.

    msdn.microsoft.com/.../microsoft.crm.sdk.messages.deliverincomingemailrequest.aspx

    If you need further assistance with a plugin, please reach out to a/your partner.

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

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…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans