Friday, December 26, 2014

MSCRM 2013: Setting Up Automatic Campaign Responses

Campaign Responses may be generated automatically when an email response to a marketing campaign is received if the email is being tracked in CRM.  Note: SYSTEM ADMINISTRATOR role is required.

If you're using the CRM Web Applications, Navigate to Settings>Administration>System Settings.  Select the Marketing Tab and set Create campaign responses for incoming email to Yes:

If your using CRM for Outlook:   In the Navigation Pane, expand your organization if necessary, and then click

Settings > System > Administration > System Settings > Marketing tab.

Set the Create campaign responses for incoming email option to Yes.



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