I have a Created a campaign in the CRM. Now users register for this Campaign and the results are stored as CampaignResponse objects.
I need to retrieve the details of a particular CampaignResponse by a given Email Id.
Can someone please tell me how can i achieve this!!
Any help would be appreciated.
thank you.
Is your campaign response a response related to an email generated by a campaign activity?
If so, you just have to retrieve the campaign response with the originating activity that points to the Email Activity created by the Campaign Activity.
Related
Thanks in advance for the help.
I am trying to create a flow that sends emails to Primary contact of a case in Dynamics 365 using Power Automate.
I am not able to populate the email address for the user.
Please help
You could a couple of Get row by id actions to retrieve the data of the related tables (Accounts and Contacts).
Below is an example setup.
Use the Customer (Value) for Accounts and the Primary Contact (Value) for Contacts.
I have created a marketing email to be used in a campaign which has a 'Call to Action' button, a mailto link that drafts a short response for the recipient to easily reply.
I have given the mailto link the same subject as the response email would have if the recipient used their mail client reply button.
When I reply to the email using the client reply button, the response shows up in the campaign response list, but when I reply using the call to action button, then nothing shows up in the response list.
How can I get CRM to track the email response inside the campaign when I am generating the response text via a mailto link?
Probably the regarding field is failed to set in response that’s why it’s failing to show in campaign activities.
Lesson 3: Automate creating campaign responses
For e-mail activities included in your campaign, you can have Microsoft Dynamics CRM Online create the corresponding campaign response records automatically when customers respond to these activities.
For example, from a campaign record, you create a campaign activity and choose e-mail as the channel. Because you created the activity from within the campaign record, the e-mail activity is automatically associated with the marketing campaign. After selecting a marketing list, distribute the activity. Microsoft Dynamics CRM Online then creates individual e-mail activities with the Regarding field pointing to the Subject field of the Campaign Activity form. If the recipient sends an e-mail back to your organization, Microsoft Dynamics CRM Online tries to match the incoming message with the e-mail activities based on information in the e-mail subject line. If Microsoft Dynamics CRM Online finds a match, it creates a corresponding campaign response activity.
Reference.
I need to get the campaigns details of the particular email from the campaigns list. Can any one please suggest the API info.
Thanks.
See above mentioned image, it gives different status but don't know how to get it.
Check Outlook API.
Thanks in advance :-)
You can use GET https://outlook.office.com/api/v2.0/me/events/{event_id}?$select=ShowAs to retrieve the FreeBusyStatus of attendee(yourself) for a particular meeting, the return type is something like below,
If you want to check the response from a particular attendee, use GET https://outlook.office.com/api/v2.0/me/events/{event_id}?$select=ShowAs,Attendees, and check on the "Response" from the "Status" response.
This enumeration is used for 'Specifies the availability status of an attendee for a meeting.' At present, the Office 365 REST API is not able to retrieve the contacts' meetings status. And you can submit the feedback from here if you want to the Office 365 REST to support this feature.
We are able to add other’s users’ calendar manually, then we could see the status of the appoint/meet of him/her. Here is an figure that show the others calendar for your reference:
If you want to retrieve the free/busy information of EWS is a possible workaround. Please refer to here for more detail. And if you require these information to schedule a meeting, you can try to use the Find meeting times (preview).
When sending emails from Dynamics CRM, we want to send e-mails to only accounts and contacts. However, the built-in e-mail activity entity allows for users and leads to be added to the recipients as well.
According to Dynamics CRM Activity Parties, there are 12 types of activity parties. The ToRecipient type "specifies the recipient in the To field" and you can select Account, Contact, Lead and User. On the same page, there is a Customer party type from where you can select only Account and Contact.
According to Activity Party Entity, the Customer party list is not available as a party list for the e-mail entity. We'd prefer to use the built-in e-mail entity instead of customizing our own, so it seems to me that the remaining option is to limit the ToRecipient party list to Accounts and Contacts. Can this be done, and have I missed other ways to get around this issue?
I have gotten the same request before, but couldn't find a great way to limit this. You could throw an error upon creation through a plugin if they add a party of a different type. See the link below for an example that could get you started.
How to get the Contact Guids from a PartyList in a Plugin?
You can add a CustomView to a lookup field. The partylist is a lookupfield, so this should work, although I think it will need some thought.
Sorry for not being able to provide a full answer but maybe the addCustomView will give you some light.