To be able to make these changes, your user will need to have permissions to customize your CRM (the out-of-the-box System Administrator security role contains the necessary permissions).

In Dynamics, go to Settings > Customizations.

Select Customize the System, then expand Entities > Campaign Response.

Open the Fields section, then select New in the top left of the window. Enter the display name (the name that will be shown on the Campaign form) and a name will automatically be created using your firm’s naming convention. You can then pick the type of field you would like to create. The fields that can be used include; single lines of text, option text, two options, whole numbers, multiple lines of text, and the date & time field.

When creating a new field, there are a few additional settings you can choose:

Searchable – If set to Yes, the field becomes visible when using the advanced find 

Auditing – If enabled, any changes made to the field will be logged in Dynamics

Maximum length (Only available for certain field types) – the maximum amount of characters you can input in the field. 

You may also include a description, which will appear when you hover over the field in your CRM.

Save and close to create your field. Once you have saved, publish all your customizations for the field to become available for all users. To add the field to a form, please check How to add fields to a form article.

How to add event specific fields to campaign response

To be able to make these changes, your user will need to have permissions to customize your CRM (the out-of-the-box System Administrator security role contains the necessary permissions).

In Dynamics, go to Settings > Customizations.

Select Customize the System, then expand Entities > Campaign Response

Open the Fields section, then select New in the top left of the window. Enter the display name (the name that will be shown on the Campaign form) and a name will automatically be created using your firm’s naming convention. You can then pick the type of field you would like to create. The fields that can be used include; single lines of text, option text, two options, whole numbers, multiple lines of text, and the date & time field.

When creating a new field, there are a few additional settings you can choose:

Searchable – If set to Yes, the field becomes visible when using the advanced find

Auditing – If enabled, any changes made to the field will be logged in Dynamics

Maximum length (Only available for certain field types) – the maximum amount of characters you can input in the field.

You may also include a description, which will appear when you hover over the field in your CRM.

Save and close to create your field. Once you have saved, publish all your customizations for the field to become available for all users. To add the field to a form, please check How to add fields to a form article.