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Marketing Attributes RRS feed

  • Question

  • Hello

    I want to manage Marketing Attributes to Contacts. Herefore I have created a new Entity, with 1:n to Contact. I can add records like "X-mas gift" send "date" send by, etc.

    Now I need a way to be able adding a specific record to several selected contacs. Let's say I have 100 customer, that have received a specific x-mas Gift an I want to add this information subsequently.

    What would be the easiest solution? I have not seen the possibility to add 1:n records with processes.

    using: .Dynamics CRM 2011 Online

     

    Thanks for any help.

    REgards,

    Michal Tomes

     

    Monday, February 7, 2011 12:43 PM

Answers

  • Create a workflow rule that you can run on demand. The workflow rule will create a new record that has the attributes xmas, date send etc. with the association to the  selected records. Apply this to the 100 customer records. The associated record will be created
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    • Marked as answer by Michal.Tomes Monday, February 7, 2011 3:52 PM
    Monday, February 7, 2011 2:27 PM