CRM 2011 – an advanced find showing the phone calls for a campaign

I answered a forum post on this question but as I couldn’t upload a picture I thought I might as well add this as a blog post and upload the picture to the blog.

The user wanted to create a report of all the phone call activities for a campaign.  It was a little confusing because you couldn’t just filter on the phone call regarding field because the regarding field was linked to a campaign activity (and not the campaign).

So I linked to the campaign activity and then inside there I linked to the parent campaign

it is of course a lot easier if you just look at the screenshot below

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s