Add a campaign or planning activity to a campaign

1. Follow the steps for the app you're using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Marketing.

      Marketing appears on the nav bar.

   2. Then, click or tap Marketing > Campaigns.

   If using CRM for Outlook

   1. Click or tap your organization.

   2. Click or tap Marketing > Marketing > Campaigns.

2. Open the campaign you want to add the campaign activity to, and under Campaign Activities, click or tap +.

3. In the new campaign activity form, type or modify information in the text boxes.

   Hovertips provide hints about what to enter.

4. Under Marketing Lists, you'll see the marketing list that you'd added to the main campaign if you'd chosen to add it to the campaign's undistributed campaign activities, too.

   Note

   Before you can see any items under Marketing Lists, you have to create and save the activity record.

   If a marketing list isn't added, click or tap +. In the inline lookup box, click or tap the search icon, and select a marketing list that's already added to the main campaign.

5. When you're ready to save your data, click or tap Save.

6. To distribute the new campaign activity, on the command bar, click or tap Distribute Campaign Activity.

7. In the activity form, type or modify information in the text boxes, and click or tap Distribute.

8. Choose who will own the activities, and click or tap Distribute.

After all the distributed activities are closed, you can close the campaign activity. To close the campaign activity, open the campaign activity record, and on the command bar, click or tap Close Campaign Activity. Set an appropriate status for the activity, and click or tap OK.

1. Follow the steps for the app you're using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Marketing.

      Marketing appears on the nav bar.

   2. Then, click or tap Marketing > Campaigns.

   If using CRM for Outlook

   1. Click or tap your organization.

   2. Click or tap Marketing > Marketing > Campaigns.

2. In the campaign record you want to add the planning activity to, on the nav bar, click or tap the down arrow next to the campaign you're working on and then click or tap Planning Activities.

3. To add a new activity, on the command bar, click or tap Add New Activity, and then select the type of activity you want to create.

   -OR-

   To add an existing activity, click or tap Add Existing Activity. In the inline lookup field, search for and select the activity.

4. In the new activity form, type or change information in the text boxes.

   Hovertips provide hints about what to enter.

5. When you're ready to save your data, click or tap Save.