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[CRM 2013] Campaign Response Workflow to Update a Campaign Activity RRS feed

  • Question

  • Hi everyone,

    I am trying to make a workflow to do the following tasks on an On Create event of a Campaign Response :

    - create a note attached to the campaign activity

    - update the status of the campaign activity

    But, unfortunately, in the campaign response workflow, I only have access to the recurring appointment entity (for the campaign activity), and in my case, I would like to work on calls for the campaign activity.

    Do someone know a way to do something like this with the standard workflow of Dynamics CRM 2013, or do I have to make a custom workflow?

    Thanks for your help,

    Raphael

    Monday, May 5, 2014 10:03 AM

Answers

  • Hi,

    Thank you for your answer.

    To resolve this problem, I have made a custom workflow activity to manage the update of the status of the original activity from the campaign response.

    Raphael

    • Marked as answer by Rapothin Thursday, May 22, 2014 7:35 AM
    Thursday, May 22, 2014 7:35 AM

All replies

  • Hi Raphael,

    I guess you are right this changes will not be supported in standard workflow and you have create custom workflow this.


    MayankP
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    Monday, May 5, 2014 2:45 PM
    Answerer
  • Hi,

    Thank you for your answer.

    To resolve this problem, I have made a custom workflow activity to manage the update of the status of the original activity from the campaign response.

    Raphael

    • Marked as answer by Rapothin Thursday, May 22, 2014 7:35 AM
    Thursday, May 22, 2014 7:35 AM