Microsoft Dynamics CRM 2013: Campaign and Activities

In Microsoft Dynamics CRM, you have the possibilities to attach activities to contact/account or lead (And all the entities with the activities option activate).

A basic functionnality permits to create activities automatically for a list of contacts/accounts or leads. It’s the campaign activities.

Creation of the campaign

To create a new campaign, click on Marketing and Campaigns: 

Complete the required field and click on the button "Save":

After the campaign saving, you have to add a Marketing LIst to your campaign.

You have to choose between two options:

• Add the marketing list only to the campaign
• Add the marketing list to the campaign and all the undistributed campaign activities

Once you added your marketing list, to create (mass) activities on leads, contacts and accounts, users have to add Campaign activities: 

Complete the required fields and "Save":

You have to choose the "channel". Different main options:

• Mail
• Phone
• Appointment
• Letter 
• Fax

You can choose only one channel per Campaign activity. After the campaign distribution, one activity will be create for each contact/lead/account.

Click on "Distribute Campaign activity", a new window opened. (Here i selected the phone channel)

The owner of the activities can be :

• The owner of leads/contacts/accounts from the marketing list (1)
• The user who created the campaign activity (2)
• Assign to an other user (3)
• In option : Add the activities to a specific queue

Click on "Distribute". As you can see below, all the activities are attached to a lead :

Hope this post helped you ! :)