I've been looking for a way to keep in sync two campaign product lists. I haven't found a message to intercept when a product is added to or removed from a campaign list.
CampaignItem, the intersect entity used for the N:N campaign-product relationship (among others), cannot be used as a target of a plugin step.
What are my options here?
Thanks.
I think you should use Campaign AddItem / RemoveItem messages to track updates to Campaign http://msdn.microsoft.com/en-us/library/bb959366.aspx
Related
In our system, some contacts are linked to the leads later in the process, therefore those contacts don't have the Originating Lead (originatingleadid). Also, we want to connect some contacts to multiple leads.
Currently, we are connecting contacts and leads through the Parent Contact for Lead field (parentcontactid in lead entity).
But the problem is that if the contact does not have an Originating Lead, the activities from the lead are not displayed in the contact's social pane. The relation made through parentcontactid field is ignored.
Is there any workaround for this? Is it possible to make such a relation between the contact and the lead that the activities from the lead are displayed in the contact's social pane?
The originatingleadid field is not valid for update, it can be set only on create.
You can change the Rollup View Relationship Behavior on custom 1:N relationships to Cascade All. In this way the activities from children will be shown on the activity view for the parent.
This would require you to create a custom relationship between Contact and Lead, since you cannot change this property on the standard relationships in the system.
You have not specified a version. The Rollup View Relationship Behavior was added in Dynamics 365 (version 8.2).
We already have our customer's Order Information in MailChimp. It shows on the "E-Commerce" tab of each Contact in the List.
Is it possible to send out a campaign in MailChimp that includes this information?
For example, the customer's most recent Order Number?
Unfortunately, they don't yet have pre-built tool capable of pulling customer/order attributes into a Campaign's content, and at least currently adding any data like this you'd like to dynamically populate in Campaign would require adding any data directly to the list fields and using their merge tags.
http://kb.mailchimp.com/merge-tags/getting-started-with-merge-tags
They do offer Product centric dynamic content options, if that'd be in any way helpful.
Use Product Recommendation Content Blocks: http://kb.mailchimp.com/campaigns/content-blocks/use-product-recommendation-content-blocks?utm_source=mc-kb&utm_medium=kb-site&utm_campaign=eepurl
Merge tags for products: http://kb.mailchimp.com/merge-tags/all-the-merge-tags-cheat-sheet#Merge-Tags-for-Product-Recommendations
You can optionally store merge fields associated with each list recipient:
http://developer.mailchimp.com/documentation/mailchimp/reference/lists/merge-fields/
You could create a custom merge field for "MOSTRECENTORDER" for each customer, and then reference it within templates using |MOSTRECENTORDER|
I created a new campaign using interests. Creation is ok but when checking the campaign on Mailchimp, the number of selected members is 0 (but this is wrong). If I open the recipients tab and go back to the confirm tab (without modifying anything in recipients), then the number of selected members is correct and campaign can be sent.
Is there something special to be done to get the right number of selected members?
Thx in advance!
Edit: I am using 2 different interests group for this campaign. If I only use one, it's working.
Is the number of selected members only wrong via API call result? Or is it also incorrect on the Mailchimp dashboard?
How can I build a subgrid that displays related records both of the current record and records above it, and can it contain complex conditions ?
One of my requirements is this:
I want to put a subgrid in Account form showing the related Contacts of the current Account, and also include the Contacts related to Accounts above the current one if a Two Options attribute of the contact is set to Yes.
Specifically, I'm looking at the Company Name on Contact to establish it's related to an Account.
I'm at a loss and start to doubt it's doable.
Not an out of the box solution but if you don’t mind losing the sub grid command bar functionality you can use the following concept that displays a fetchxml inside a sub-grid.
Step 1 - would be to get all related accounts ids using a fetch or odata
Step 2 - construct a fetchxml with OR filter to get all contacts
We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far.
Next I want to be able associate each Order Product (salesorderdetail) with a Service Activity (serviceappointment), this representing that this billable line item in the order is actually going to be fulfilled as a consuting engagement.
The problem is, I can't seem to be able to create an association between the Order Product (salesorderdetail) and Service Activiy (serviceappointment). It simply doesn't appear in the drop downlist.
Can anyone think of a reason for this? I've seen some posts about relating field mapping between Quote Product, Order Product, Opportunity Product and Invoice Product, but that isn't quite what I am after.
Any suggestions gratefully received - even if it is an explaination of why its not possible.
I created a simple 1:N mapping from Case to Invoice. The Case records its ID and Title in custom fields in the Invoice. Unfortunately this does not allow for product creation as children of the Invoice, so that should be created as a custom code workflow.