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Sample: Distribute a quick campaign

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This sample shows how to create and distribute a quick campaign. You can download the sample from here.

How to run this sample

  1. Download or clone the Dynamics365-Apps-Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Common Data Service instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Common Data Service instance to run includes a linked reference to the dataverse/App.config file.

What this sample does

This sample shows how to create and distribute a quick campaign.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The CreateRequiredRecords method creates any table rows that this sample requires.
  3. The CreateAndRetrieveQuickCampaignForQueryExpression method creates a quick campaign for a set of accounts selected by a query.
  4. The CreateAndRetrieveQuickCampaignForMarketingList method creates quick campaign for a given marketing list and returns the Guid of the quick campaign.

Demonstrate

  1. The List method creates the marketing list that is required for the sample.
  2. The QueryExpression method constructs a query expression to specify which rows quick campaign should include.

Clean up

Display an option to delete the rows created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the rows to achieve the same result.

Campaign Tables
BulkOperation Table
Sample: Distribute Campaign Activities to Dynamic and Static Lists
List (Marketing List) Table
Marketing Tables (Campaign, List)
AddMemberListRequest
PropagateByExpressionRequest
CreateActivitiesListRequest