Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Quick Campaigns: Recipient vs. Regarding RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    One of our Sales Managers uses quick campaigns to release calls to her sales reps on accounts.  When that is done of course the recipient is the account and the regarding is the quick campaign.  This is really difficult when it comes to reporting because I need the account information and I can't pull that in since the regarding is the campaign and not the account.  A couple of options that come to mind:

    -Is there any way to change when quick campaigns are created to make the regarding the account instead of the quick campaign?

    -Is it possible to get the recipient information mapped over to the call from the account ?

    -Is it possible to get details from the recipient such as their account number, simliar to pulling Regarding(Account), there isn't Regarding(Account Recipient) or anything like that. 

    I'm stumped on how to get this to work, any ideas are greatly appreciated! :)

    Friday, June 25, 2010 1:51 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    All hope is not lost. The first thing you could do would be a query on Accounts. From Accounts you can go to 'Activity Parties' then to Phone Call. This would allow you to query all the right phone calls but in this case you would be restricted to only showing the account information, not the phone call information.

    The second option is the Report Wizard which does allow you to browse through the Activity Parties. If you pick Phone Call as the primary entity and activity party as the secondary you should be good to go.

    Leon Tribe 

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, June 29, 2010 11:57 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Andria, when it comes to reporting, I assume that you are using SQL Reporting Services to write your reports. If you are using the CRM Report Wizard or just compiling views with Advanced Find and exporting to Excel then your options will be more limited.

    1. No, it's not possible to set a activity to be regarding an Account when using Quick Campaigns. This is the applications standard internal behaviour and not customisable. Sorry.

    2. I'm not sure what you mean by recipient information. Do you mean the contact that the sales person spoke to? If so, the sales person will need to remove the account and add the contact to the Recipient field of the phone call before they Save and Close the phone call record. Then you will be able to use the recipient contact's attributes in your report.

    3. Yes, since you know the account, you can include any of the account's attributes in your report. Your options might be limited if you are using the Report Wizard or Advanced Find though. This is because the recipient of the phone call can be a user, contact, lead, or account.

    Hope this helps.

    Neil

    Neil Benson, CRM Addict at Customery Ltd.You can reach me on LinkedIn or Twitter, and you're welcome to sign up to Customery, an online community for UK-based Dynamics CRM people.

    Friday, June 25, 2010 9:52 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Neil,

    Thanks so much for the feedback.  Unfortunately I'm just using the Advanced Find and Reporting functions in the CRM application so I am very limited.  I didn't think these options were possible but good to have it confirmed :)

    Friday, June 25, 2010 12:45 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    All hope is not lost. The first thing you could do would be a query on Accounts. From Accounts you can go to 'Activity Parties' then to Phone Call. This would allow you to query all the right phone calls but in this case you would be restricted to only showing the account information, not the phone call information.

    The second option is the Report Wizard which does allow you to browse through the Activity Parties. If you pick Phone Call as the primary entity and activity party as the secondary you should be good to go.

    Leon Tribe 

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, June 29, 2010 11:57 PM