Dynamics CRM 4.0 Campaign Response Workflow issue

Question

Hi

I am pretty novice when it comes to CRM so hopefully someone can help me.

I am trying to create a workflow that triggers when the campaign response is set to closed and then updates a few fields within the related 'Customers' record. I would have imagined that this would have been straight forward.

However, when creating my workflow it appears that the 'Customer' is not in the related entitities list and therefore I cannot set the fields I require updating. I imagine that the issue is to do with the 'Customer' attribute being similar to the 'To'/'From' attributes on an email/phone call activity, whereas I need the attribute to resemble the 'Regarding' attribute.

I presume I could create an attribute to replace 'customer' and apply all the appropriate relationships, but I dont really want to do this. Is there a simple way to get around this and/or am I missing something?

Cheers

Answer 1

Create a custom workflow activity is best. You should not replace customer throughout.