Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Creating Marketing Campaigns

(0) ShareShare
ReportReport
Posted on by 17

Hi,

We are just about to start using 365 Marketing and the one area that seems to be lacking is the ability to create a marketing campaign and associate various things to it such as Customer Journeys, Social posts, Text messages etc.  If Iam creating a multi channel campaign how do I keep track of which channels are associated to the campaign and report on them?

Has anyone else found this and if so how have you got round it?  The only way I can see is to create a custom entity and associate from there.

Many Thanks!

  • eyeballkid Profile Picture
    eyeballkid 17 on at
    RE: Creating Marketing Campaigns

    Hi,

    Many thanks for this.  I wasn't sure if using the OOB Campaigns entity would be ok but it seems a far better solution than using a custom entity.

  • Verified answer
    Mhak1 Profile Picture
    Mhak1 83 on at
    RE: Creating Marketing Campaigns

    Hello,

    We´re using out of the box campaign table for this purpose. Just create new relationship to the tables you´d like to monitor. One-to-many relationship e.g. to Customer Journey, Social posts and text messages. Then add the lookup to your Dynamics 365 forms and link the records to the right campaign. Then you can monitor different acitons on campaign level.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans