Customer Engagement & Dynamics CRM Forum

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Campaign Hierarchy

  • 1.  Campaign Hierarchy

    Posted Jul 31, 2019 03:41 PM
    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!

    Olivia Klehr
    Bloomington MN

  • 2.  RE: Campaign Hierarchy

    Posted Aug 06, 2019 09:54 AM
    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

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


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