In Microsoft Dynamics, I explained in a post that it's possible to create and manage Marketing Campaign. You can create quick campaigns. This is the fatest way to create activities for a list of accounts/contacts/leads.
And click now on "More commands". Select "Quick Campaign".
You have three options:
Now, check the result, open your Quick Campaign:
Quick Campaign creation
First, you have to select a list of contact/leads/accounts, here I selected Contacts :You have three options:
- For selected records: It will select the contact you selected
- For all records on Current page: If you see 50 contacts, it will select them, but only for this page
- For all records on all pages: Select all the contact of the view
A new window opens wi th some informations about the quick campaign. Click on "Next" :
Give a name for your Quick Campaign and click on "Next" :
Select th type of activity you want to create, select the owner of the activities, click on "Next" :
Put some details about, here, your appointment, click on "Next" :
If all the informations are correct, click on "Create" :
You can see all the activities (Appointments) and the contacts concerned.
Hope this post helped you ! :)








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