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CRM 2016 Campaign New Template versus Copy as Template RRS feed

  • Question

  • Hi All,

    I am facing a strange issue with regard to campaigns.

    In campaign entity, there is button called 'New Template', after i click on 'New Template', it creates a normal campaign record without setting the Template flag to 'Yes'.

    However if i use 'Copy As Template' button, the template flag is set to  'Yes'.

    why is the behaviour different for these 2 buttons? Is there a way to set Template flag when clicked on 'New Template' button

    Any help would be appreciated.

    Thanks

    Thursday, November 17, 2016 7:23 AM

All replies

  • Copy Template means you want to save this campaign and reuse it in future. Just like workflow templates

    Regards Faisal

    Wednesday, November 23, 2016 1:25 PM