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Best Approach for simple use RRS feed

  • Question

  • Hi,

    Have a small non profit looking to track pledges & those that turn into donations. They use campaigns so being able to track results from campaigns is important. The reason i am posting here is that we want to make this as simple as possible for the users. Dont want to have to create a lead, then convert to opportunity etc etc

    Just want to use one entity. prefer not to use line items but would like to use estimated amount & estimated date.

    Have been down the track of the MS Labs templates but for various reasons dont want toi use them. Looks like the opportunity entitiy might be the way to go but cant see how this can be lin ked in a campaign.

    Any comments are greatefully recieved.

    Thanks

    Todd

    Monday, November 10, 2014 3:20 AM

All replies

  • Anybody?
    Monday, November 24, 2014 11:38 AM
  • Hi, 

    In that case you can create a custom entity and customizing it according to your requirement and then create a relationship with your existing campaign entity.

    Please describe wat you want to maintain in your campaign and what are the values/data that need to be tracked/ in your pledge/donations entity.

    If you need any clarifications, do let me know.

    Vinay

    Thursday, December 4, 2014 6:11 AM
  • Hi Todd,

    If they want to use campaigns they have to use accounts or leads (or contacts but that's probably a worse idea). The easiest way would probably be to use accounts and customize that entity with the fields you want to use IMHO.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Thursday, December 4, 2014 8:43 AM