Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Promote to Response on Phone Call RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    On a Phone Call attached to a Quick Campaign there is an Promote to Reponse option which creates a Campaign Response from the phone call. If there a way to have the contact information automatically copies from the phone call to the Campaign Response. This is in Dynamics 2013.
    Thursday, March 19, 2015 7:12 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Dan,

    This can be acomplished by creating mapping between the two entities. Now, you can't add mapping between this system relationship (Phone Call 1 : N Campaign Responses), so one possible solution would be to create a new 1:N Relationship of your own and set the mapping between the fields.

    Mappings will only work between fields of the exact same type (Single Line of Text -> Single Line of Text, Lookup - > Lookup, etc).

    Let us know if that helps

    • Proposed as answer by Pedro Beltrao Monday, March 23, 2015 2:31 PM
    Friday, March 20, 2015 12:16 PM