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:
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:
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