Mahsud's Dynamics CRM Blog

We can distribute our campaign activity by “Email, Email via Mail Merge, Letter, Letter via mail merge, Fax, Fax via mail merge, phone call etc.”. When our channel is “[Email, Letter, Fax] via Mail Merge” then we cannot distribute the campaign activity in dynamics CRM web client, we need to distribute it from outlook client for dynamics CRM. Create Mail Merge templates https://technet.microsoft.com/library/mt843831.aspx Installing Outlook Client https://technet.microsoft.com/en-us/library/hh699760.aspx#BKMK_Task1_Install_CRMForOutlook Overview of Distributing Campaign Activity via “Email via Mail Merge” in CRM Outlook client. Create a campaign activity with channel “Email via Mail Merge”.  If you try to distribute this campaign activity in Dynamics CRM web client then below alert will be shown. So, here we need to distribute this Campaign activity in Outlook client for CRM. Go to Marketing | Marketing | Campaigns....

In Microsoft Dynamics CRM, campaign responses are records of the communication you receive from potential customers in response to a specific marketing campaign. There are four ways to create campaign responses: Record campaign responses manually. You can create responses manually by first creating an activity and then converting it, or by creating a new campaign response within a campaign record Convert an existing activity to a campaign response. When a potential customer responds to an activity created for them as part of a marketing campaign, you can convert the corresponding activity, such as a phone call, e-mail, or fax etc., to a campaign response.  Import responses from a file, such as a Microsoft Office Excel workbook. By importing campaign responses, you can capture a record of the responses received as part of campaign efforts performed outside Microsoft Dynamics CRM. When you import the file, you can specify that it contains campaign responses. Au...