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connecting appointments to campaigns (or something)

  • 1.  connecting appointments to campaigns (or something)

    Posted Apr 09, 2021 11:32 AM

    We're looking into using Campaigns to better track how people are interacting with us. One issue I can't figure out is how to connect an Appointment to a Campaign. These are appointments (or tasks) we are putting in Outlook and tracking/set regarding into Dynamics. How do we show those appointments are from a particular campaign? I can figure out how to get contacts associated with campaigns, but not appointments. Ideas? Any ideas or insight is appreciated. Thank you!



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    Keri Grubbs-Hoff
    Clark Schaefer Hackett
    Dayton
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  • 2.  RE: connecting appointments to campaigns (or something)

    Posted 30 days ago

    Hi Keri~
    If I'm understanding your question correctly, you can create a new field in the Appointment table (entity) where the type = Lookup (4) and make the Campaign table your Target Record Type (5):




    Please let me know if I can help clarify any of the information above.
    Elaine



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    Elaine Bardzil
    CRM Administrator
    Servicelink
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  • 3.  RE: connecting appointments to campaigns (or something)

    Posted 30 days ago
    Thank you! That's exactly what I needed to figure this out. I really appreciate your help.

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    Keri Grubbs-Hoff
    Clark Schaefer Hackett
    Dayton
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  • 4.  RE: connecting appointments to campaigns (or something)

    Posted 30 days ago

    Happy to help :)



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    Elaine Bardzil
    CRM Administrator
    Servicelink
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