Find Contacts that had a Campaign Response


I had an inquiry from a Local Bank customer needing to find all their CRM Contacts that are interested in attending an upcoming event – each Contact’s interest is tracked via a Microsoft CRM Campaign Response.  The Bank would like to send them a follow-up reminder.

Here is a sample of a Campaign Response in Microsoft Dynamics CRM 2011:

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The most simple approach would be to use Microsoft CRM’s Advanced Find.  Here is the Advanced Find setup that will find all the CRM Contacts that had a certain Campaign Response:

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Note: Campaign Response is a CRM Activity Type similar to Phone Call, Tasks, etc.

 

 

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in Advanced Find, CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 and tagged , , . Bookmark the permalink.

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