Customer Engagement & Dynamics CRM Forum

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Campaign Hierarchy

  • 1.  Campaign Hierarchy

    Posted 24 days ago
    Looking for some guidance regarding campaign structure and campaign tracking. I would like to set up campaigns using a hierarchy; grandparent, parent, child (tactic). All tactic and parent campaigns would roll up to the grandparent. Does anyone have any experience with this? Or know if it is possible in Dynamics?

    Thank you!

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    Olivia Klehr
    HealthPartners
    Bloomington MN
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  • 2.  RE: Campaign Hierarchy

    GOLD CONTRIBUTOR
    Posted 18 days ago
    Hi Olivia,

    Yes this is possible, I don't think it's on as OOTB but you can create the hierarchy for the campaign entity.  Here's a link to how to set it up https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/253052/how-can-i-set-up-the-hierarchy-for-campaigns



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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
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