Fix In-App Marketing Problems: A Dynamics 365 Sales Troubleshooting Guide

Table of Contents

This guide provides troubleshooting steps and resolutions for common issues encountered with in-app marketing features within Dynamics 365 Sales. Understanding the potential causes behind these problems is the first step toward effective resolution.

Issue 1 - Members view isn’t available when you open the Marketing List form¶

When you open a Marketing List form in Dynamics 365 Sales, you might find that the list of members (Contacts, Accounts, or Leads) is unexpectedly empty. This prevents you from viewing or managing the individuals or companies included in your marketing efforts directly from the list form.

Cause¶

This issue typically arises due to customizations applied to the views displayed within the subgrids on the Marketing List form. If the default views are hidden or restricted, the subgrid may fail to load any members, even if the marketing list is populated. This customization inadvertently removes the necessary context for the subgrid to fetch and display the associated records.

Resolution¶

To restore the members view, you need to adjust the subgrid properties on the Marketing List form to ensure the relevant views are available for display. This involves selecting specific views that should be accessible and configuring the view selector behavior. The process requires navigating through the system customizations area and modifying the form definition.

1. Navigate to Advanced Settings.
2. Select Settings, then Customizations, and finally Customize the System. This opens the default solution configuration window.
3. In the site map on the left, expand Entities.
4. Expand the Marketing List entity, and then select Forms.
5. From the list of active forms, select the Marketing List form to open it in the form editor.
6. Once the form is open in the editor, use the form’s internal site map or navigation pane to locate and select the Members section. This section contains the subgrids for Contacts, Accounts, and Leads.
7. Select the Contacts subgrid within the Members section.
8. On the ribbon or in the properties pane, select Change Properties. This action opens the Set Properties dialog box for the Contacts subgrid.
9. In the Additional Options section of the dialog box, find the View Selector drop-down list. Change this setting to Show Selected Views. This action reveals a list of views that can be explicitly included or excluded.
10. In the list of available views that appears, select the My Active Contacts view. Ensure this view is selected.
11. Return to the View Selector drop-down list and change the setting to Off. This setting, combined with “Show Selected Views,” ensures the subgrid uses the selected views without displaying the view selector dropdown to the user, effectively defaulting to a view that lists members.
12. In the Name section at the top of the Set Properties dialog, clear the Display label on the Form checkbox for the subgrid label. This is often done for aesthetic reasons or to match original form layout expectations.
13. Select OK to save the properties for the Contacts subgrid.
14. Repeat steps 7 through 13 for the Accounts subgrid and the Leads subgrid, ensuring you select appropriate default views like “My Active Accounts” and “My Active Leads” in step 10.
15. After configuring all three subgrids, Save the Marketing List form in the form editor.
16. Finally, Publish all customizations to make the changes available to users.

Issue 2 - Can’t associate a campaign created from the Marketing List form with a Marketing List record in Unified Interface¶

When initiating the process to create a campaign directly from the Marketing List form in the Unified Interface, you might encounter an issue where the newly created campaign fails to automatically link back or associate with the original marketing list from which it was generated. This disrupts the workflow of creating targeted campaigns based on specific marketing lists.

Cause¶

This specific problem occurs because a necessary internal attribute or field, TmpRegardingObjectId, has been removed or hidden from the Campaign form layout through customizations. This field plays a crucial role in establishing the programmatic link between the campaign being created and the originating record, such as a marketing list or sales literature item. Without this field present on the form, the system cannot capture the context of the parent record during campaign creation.

Resolution¶

To correct this association issue, you need to add the TmpRegardingObjectId field back to the Campaign form. While the field is essential for the background process of linking, it doesn’t typically need to be visible to end-users. Therefore, the resolution involves adding the field to the form but configuring its visibility settings so it doesn’t clutter the user interface.

1. Navigate to Advanced Settings.
2. Select Settings, then Customizations, and finally Customize the System. This opens the default solution configuration window.
3. In the site map on the left, expand Entities.
4. Expand the Campaign entity, and then select Forms.
5. From the list of active forms, select the primary Campaign form that is used when creating or viewing campaigns. This opens the form in the form editor.
6. In the form editor, look for the Field Explorer pane, usually located on the right side of the page. This pane lists all available fields for the Campaign entity.
7. Find the TmpRegardingObjectId field in the Field Explorer list. If you don’t see it immediately, you may need to search for it or adjust the field filtering.
8. Drag the TmpRegardingObjectId field from the Field Explorer onto a section of the Campaign form canvas. The exact location is not critical as you will hide it, but it’s good practice to place it in a logical section, perhaps under administrative or hidden fields if such a section exists.
9. Once the field is placed on the form, select the TmpRegardingObjectId field on the form canvas.
10. On the ribbon or in the properties pane for the selected field, select Change Properties. This opens the Set Properties dialog box for the field.
11. In the Label section of the dialog, clear the Display label on the Form checkbox. This hides the field’s label from users.
12. In the Visibility section, clear the Visible by default checkbox. This hides the field itself from users viewing the form. The field will still be present and function in the background.
13. Select OK to save the field properties.
14. Save the Campaign form in the form editor.
15. Finally, Publish all customizations to deploy the changes to your users. After publishing, try creating a campaign from a marketing list again to verify that the association is now correctly established.

Issue 3 - Can’t find a related account field for a member account by using Advanced Find in Unified Interface¶

When attempting to use the Advanced Find feature in Dynamics 365 Unified Interface, you might struggle to locate the related Account field when searching for member accounts associated with marketing activities. The field name you expect might not match what is available in the Advanced Find columns or criteria selectors, making it difficult to build queries based on the member’s parent account details.

Cause¶

The naming convention for related entity lookup fields in Dynamics 365 Unified Interface adapts dynamically based on how entities are named or renamed within your specific Dynamics 365 organization. If the display name of an entity like “Account” has been changed from its default value through system customizations, the lookup field name that refers to this entity will also update to reflect the new display name. For instance, the standard field “Company Name (Account)” will use the current display name of the Account entity in parentheses.

Resolution¶

The resolution to this is primarily an understanding of the naming convention rather than a technical fix. In Unified Interface, the field linking a contact or lead to their parent company is dynamically named. The standard lookup field for the company, which typically relates to the Account entity, will be displayed in Advanced Find using the format Company Name (Entity Display Name).

For example:
* If the default display name “Account” is used for the Account entity, the related field will appear as Company Name (Account) in Advanced Find.
* If you have renamed the “Account” entity display name to something like “Organization” within your customizations, the related field in Advanced Find will dynamically update and be listed as Company Name (Organization).

Therefore, when using Advanced Find, look for the “Company Name” field and check the name in parentheses to identify the related entity. Ensure you are searching for the field that references the entity name as it is currently configured in your system. You may need to check the entity display name in the “Customize the System” area if you are unsure whether the Account entity has been renamed.

Issue 4 - Can’t send emails by using the email quick campaign distribution list¶

When attempting to execute an email quick campaign from a marketing list, the distribution process might fail, and emails are not sent to the targeted members. This prevents you from reaching your audience via bulk email initiated through the quick campaign wizard.

Cause¶

This issue typically stems from insufficient user permissions related to sending emails on behalf of others or from personal options configuration for the record owners. Specifically, one of the following conditions is likely met:
* The user initiating the quick campaign does not possess the necessary privilege to send emails as another user, which is required when the quick campaign sends emails on behalf of the members’ owners.
* The owner of the records included in the marketing list (i.e., the owner of the Contacts, Accounts, or Leads) has not configured their personal options to allow other Dynamics 365 users to send emails on their behalf.

Both the sender’s capability and the owner’s permission setting must be correctly configured for the email quick campaign distribution to succeed when sending on behalf of record owners.

Resolution¶

To allow email quick campaigns to distribute emails successfully, you must ensure that the user creating the campaign has the required security privilege and that the record owners have granted permission for emails to be sent on their behalf.

You can resolve this issue by implementing one or both of the following solutions:

• Grant the “Send Email as Another User” privilege: The user who is running the quick campaign needs the Send Email as Another User privilege assigned through their security roles. This privilege is located under the Business Management tab of a security role. Ensure that at least one security role assigned to the user includes this privilege with an appropriate access level (e.g., Organization level). If the user lacks this privilege, they cannot send emails ostensibly originating from other users (the record owners).

  • Steps to potentially assign the privilege (requires admin access): Go to Advanced Settings > Settings > Security > Security Roles. Select the relevant security role, go to the Business Management tab, find the Send Email as Another User privilege, and set the access level.

• Enable the “Allow other users to send email” personal option: For the quick campaign to send emails on behalf of the record owners (members in the list), each owner must explicitly allow this in their personal options. The owner of a Contact, Account, or Lead record being targeted must have selected the checkbox labeled Allow other Microsoft Dynamics 365 users to send email on your behalf. This setting is found within the user’s personal configuration options.

  • Steps for a user (owner) to set this option: Click the gear icon (Settings) in the top right corner > select Personalization Settings. Go to the Email tab. Under the section “Select whether other users can send email for you”, select the checkbox Allow other Microsoft Dynamics 365 users to send email on your behalf. Click OK to save the personal settings.

Both configurations must be in place for the quick campaign email distribution to function correctly when sending on behalf of owners. Ensure both the sender and the target record owners have the necessary settings.

Issue 5 - Can’t change the form field in the email within the quick campaign wizard¶

During the process of creating an email quick campaign using the quick campaign wizard, you might find that certain fields within the email composition form presented by the wizard are locked or cannot be modified. This can prevent you from changing crucial details like the ‘From’ address or other header information for the outgoing emails.

Cause¶

This issue is typically caused by insufficient permissions related to the Send Email as another User privilege for the security role assigned to the user running the quick campaign. The ability to send emails on behalf of others is closely tied to the ability to modify the sender information or other aspects of the email header within the quick campaign process. If the user lacks this specific privilege with the necessary access level, the system restricts their ability to alter these fields in the wizard.

Resolution¶

To gain the ability to change form fields (like the ‘From’ address) within the email composition part of the quick campaign wizard, the user running the campaign must be granted the Send Email as another User security privilege. This ensures the user has the authority to initiate emails that may appear to originate from someone else (the record owner) and, consequently, the system allows modification of related sending parameters.

Provide sufficient permissions for the Send Email as another User option to one of the security roles assigned to your user account.
* Steps (requires admin access): Go to Advanced Settings > Settings > Security > Security Roles. Open the security role assigned to the affected user. Navigate to the Business Management tab. Locate the Send Email as Another User privilege and ensure it is set to at least the Organization level access circle. Save the security role changes. The user may need to log out and back in for the permission changes to take effect.

By granting this permission, the system acknowledges the user’s authority to manage email sending on behalf of others, thereby unlocking the relevant fields in the quick campaign email form.

Issue 6 - Can’t see email templates in the distribute dialog box¶

When you are in the process of distributing a campaign activity or using a quick campaign wizard that involves sending emails, you might encounter a problem where the list of available email templates is empty or does not display the expected templates in the template selection dialog box. This makes it impossible to select and use pre-designed email content for your marketing outreach.

Cause¶

The functionality in the Unified Interface that allows users to select email templates relies on the user having appropriate access levels to specific entities within Dynamics 365, particularly the System User records. Email templates in Dynamics 365 are often associated with users or security roles, or the template selector mechanism itself requires the user initiating the action to be able to query or access System User data to determine available templates or template ownership. Without sufficient access to system user records, the template selector cannot function correctly and retrieve the list of templates the user is authorized to use or access.

Resolution¶

To ensure that users can see and select email templates in distribution dialog boxes, they must be granted sufficient read access to System User records through their assigned security roles. Providing this access level allows the template selector to query the necessary user information required to display the relevant list of email templates.

To resolve this issue, users require read access to system user records. This access is controlled by assigning security roles to users in your Dynamics 365 organization that include the necessary permissions for the System User entity.
* Steps (requires admin access): Go to Advanced Settings > Settings > Security > Security Roles. Open the security role assigned to the affected user. Navigate to the Core Records tab. Locate the System User entity. Ensure that the user has at least Read privilege assigned to the System User entity. The access level required might vary (e.g., User, Business Unit, Organization), depending on the scope of templates they need to access. For most shared templates, Organization level Read access is often sufficient. Save the security role changes and have the user log out and back in.

By ensuring users have appropriate security role access to System User records, you enable the email template selection functionality within campaign distribution processes.

Issue 7 - The campaign distribution process is stuck with a status of Pending or Failed¶

After initiating a campaign distribution (like a quick campaign to send emails or faxes), you observe that the process status remains perpetually in a “Pending” state or transitions to a “Failed” status without completing successfully. No campaign activities are created for the target members, indicating that the background process responsible for the distribution did not run or encountered an error.

Cause¶

The execution of campaign distribution in Dynamics 365 relies on background processes, specifically a workflow known as ActivityPropagation. This workflow is responsible for creating the individual campaign activities (like email activities, phone call activities, etc.) for each member listed in the marketing list targeted by the campaign. If the ActivityPropagation workflow is disabled, or if background operations are disabled for the entire organization, the campaign distribution process cannot run to completion and will remain in a Pending or Failed state.

Resolution¶

To resolve this issue, you need to ensure that background processes are enabled for your Dynamics 365 environment and that the ActivityPropagation workflow is active. These two settings are critical for the successful execution of campaign distributions.

Enable the workflow background process¶

First, verify if background operations are disabled for your organization, as this would prevent any background workflows, including ActivityPropagation, from running.

1. Go to Advanced Settings > Settings > System > System Jobs.
2. Look for jobs related to ActivityPropagation or quick campaigns that correspond to the time you initiated the failed distribution. You might find system job records with a status related to being skipped or held.
3. Select a relevant job and review its details. If you find an error message indicating that the async operation was skipped because the organization is in Disable Background Processing mode, you must update your environment settings.
4. Go to the Dynamics 365 admin center or the Power Platform admin center where your environment is managed.
5. Select your specific environment/instance.
6. Look for Admin Settings or similar configuration options for the environment.
7. Find the setting related to background operations or asynchronous processing and clear the Disable background operations checkbox. This enables background workflows and processes.
8. Save the environment settings and exit the admin center.

Activate the ActivityPropagation process¶

Next, ensure the ActivityPropagation workflow itself is active within your Dynamics 365 instance.

1. Go to Advanced Settings > Settings > Customizations > Customize the System.
2. From the site map on the left, go to Processes.
3. In the view selector at the top, select All to display all processes configured in your system.
4. Find the process named ActivityPropagation.
5. Select the ActivityPropagation process.
6. If its status is “Draft” or “Inactive”, select Activate from the command bar. Confirm the activation if prompted.

After ensuring background processing is enabled and the ActivityPropagation workflow is active, retry the campaign distribution or quick campaign. The system should now be able to process the distribution and create the corresponding activities for the marketing list members.

Issue 8 - My quick campaign failed and it’s set to Aborted¶

When reviewing the status of a quick campaign you initiated, you find that its status is set to “Aborted”. This status indicates that the quick campaign execution started but was terminated prematurely due to an unrecoverable error during the process. Unlike a ‘Failed’ status which might indicate issues with individual activities or members, ‘Aborted’ often points to a more fundamental problem with the underlying process logic.

Cause¶

An “Aborted” status for a quick campaign is typically caused by the failure of a stack trace related to custom code, such as a plug-in or workflow activity, that is triggered during the campaign distribution or activity creation process. If custom logic designed to run during this process encounters an unhandled exception, it can cause the entire background operation (the ActivityPropagation workflow) to terminate abnormally, resulting in the quick campaign being aborted.

Resolution¶

To diagnose and resolve an aborted quick campaign, you need to examine the system job logs associated with the campaign distribution. The error details, including the stack trace, will be recorded in these logs, providing clues about the specific point of failure, often within custom code.

1. Go to Advanced Settings > Settings > System > System Jobs.
2. Filter or search for jobs related to ActivityPropagation that occurred around the date and time your quick campaign was run and subsequently aborted. Look for jobs with a “Failed” or “Aborted” status under Process Sessions.
3. Select the system job record that corresponds to your aborted quick campaign. Open its details.

The details section of the system job record will contain information about the execution, including any errors encountered. Look for a detailed error message and a stack trace. The stack trace is a technical log showing the sequence of function calls leading up to the error, and it will usually point to the specific custom plug-in or workflow activity that failed.

Resolving the failure requires addressing the root cause identified in the stack trace. This typically involves:
* Identifying the failing component: The stack trace will name the custom plug-in assembly, class, or custom workflow activity.
* Reviewing the code: The developer responsible for the custom code needs to examine the logic at the point indicated by the stack trace.
* Debugging and fixing the error: This could involve fixing bugs in the code, handling specific data conditions that were not anticipated, or ensuring external service calls (if any) are robust.
* Deploying the corrected code: Once the fix is implemented, the updated plug-in or workflow activity needs to be redeployed to the Dynamics 365 environment.

After the custom code issue is resolved and deployed, you can attempt to run the quick campaign again.

Issue 9 - The quick campaign is executing an unstoppable loop and generating thousands of failure records¶

In some rare scenarios, after initiating a quick campaign distribution, you might observe an unusually large and continuously increasing number of failed system jobs or campaign activities. The failure count can grow far beyond the total number of members in your targeted marketing list, indicating that the underlying process is stuck in an unintended loop, repeatedly attempting and failing to create activities.

Cause¶

This issue occurs due to unknown, typically transient conditions where the ActivityPropagation workflow, which is responsible for creating campaign activities for each member, encounters a failure but fails to handle it gracefully. Instead of stopping or marking the overall job as failed definitively, it enters an erroneous state where it continuously retries or re-processes, leading to an unstoppable loop of failed activity creation attempts. This consumes system resources and floods the system jobs log with errors.

Resolution¶

The most effective way to break this unstoppable loop is to temporarily stop and then restart the problematic workflow process. Deactivating and then reactivating the ActivityPropagation workflow can reset its state and allow it to function correctly upon reactivation.

1. Go to Advanced Settings > Settings > Customizations > Customize the System.
2. From the site map on the left, go to Processes.
3. In the view selector at the top, select All to display all processes.
4. Find the process named ActivityPropagation.
5. Select the ActivityPropagation workflow.
6. From the command bar, select Deactivate. Confirm the deactivation when prompted. This will stop any currently running instances and prevent new instances from starting.
7. Wait for a significant period, typically around 24 hours as a best practice, before reactivating the workflow. This waiting period helps ensure that any residual or pending system jobs related to the looping process have timed out or cleared from the system queue.
8. After the waiting period, go back to the Processes list, select the ActivityPropagation workflow again.
9. From the command bar, select Activate. Confirm the activation when prompted.

After reactivating the workflow, monitor the system jobs to ensure the looping behavior has stopped and that subsequent campaign distributions function normally. You may need to manually clean up the excessive failed system jobs generated during the looping event.

Issue 10 - Campaign distribution doesn’t create activities on target entities¶

You run a campaign distribution targeting a marketing list containing Accounts, Contacts, or Leads, but you notice that campaign activities (like tasks, phone calls, etc.) are not being created for some or all of the targeted members. This happens even if the campaign distribution process itself appears to complete without a system-level error.

This behavior is often by design and related to the marketing preferences set on the individual target records. Target records in Dynamics 365 (Account, Contact, Lead) have fields that allow users to specify their preferences regarding receiving marketing materials through various communication channels, including email, phone, fax, and bulk mail. These preferences dictate whether activities related to a campaign distribution using these channels should be created for that specific record.

Campaign activities are created for members of the Marketing List only when their marketing preferences for the specific channel being used by the campaign are set to a value that allows or permits receiving marketing materials (e.g., “Allow” or “Send”). If a member’s preference is set to a value like “Do not send” or “Do not Allow” for a particular channel, the system will respect this preference and will not create a corresponding campaign activity for that member.

To ensure campaign activities are created for targeted members, verify their individual marketing preference settings are configured to allow the type of communication being used in the campaign distribution.

Issue 11 - Campaign distribution is failing for some members¶

When you run a campaign distribution or a quick campaign targeting a marketing list, the process might complete, but you receive notifications or see indications that the distribution failed for a subset of the members in the list. This means that while activities were successfully created for most members, some were excluded or encountered errors during the activity creation step.

Cause¶

Campaign distribution targets members of a marketing list, which can be Accounts, Contacts, or Leads. Failures for individual members during a campaign distribution typically occur due to issues specific to those particular member records or their associated settings. Common reasons include:
* Missing Contact Information: For email campaigns, the member record (Contact, Account, or Lead) may not have a valid email address populated in the relevant field. For phone campaigns, a phone number might be missing.
* Invalid Contact Information: The provided contact information, such as an email address, might be malformed or invalid, causing the activity creation or sending process to fail.
* Marketing Preferences: As noted in Issue 10, the member has explicitly configured their Send Marketing Material field or similar communication preferences within their record to “Do not send” for the channel being used by the campaign (e.g., email, phone). The system respects these opt-out preferences.

Resolution¶

To understand why distribution failed for specific members, you should examine the details of the campaign execution, particularly focusing on the list of excluded members. Dynamics 365 typically provides a mechanism to view which members were excluded and the reason for their exclusion.

Review the detailed reason for the failure for each excluded member. After a campaign distribution or quick campaign runs, check for an Excluded Members grid or section within the campaign or campaign response record. This grid lists the members for whom activity creation failed and provides a reason code or description indicating the specific issue (e.g., “Invalid Email Address”, “Marketing Preference Opted Out”).

Based on the reasons provided in the Excluded Members list, take necessary action:
* Update Member Data: If the reason is missing or invalid contact information, update the Account, Contact, or Lead record with correct details.
* Respect Marketing Preferences: If the member has opted out, do not attempt to send marketing material to them via that channel unless they explicitly opt-in later.
* Investigate Other Errors: For less common error reasons, you might need to investigate further by looking at system job logs or consulting documentation for the specific error code.

Addressing the issues identified in the Excluded Members list allows you to refine your data quality or update preferences for future campaigns.

Issue 12 - Can’t see related Campaign Activities on Account, Contact, or Lead forms¶

When viewing an Account, Contact, or Lead record that you know has been included in campaign distributions, you might expect to see a list or tab showing the campaign activities created for that record (like a sent email or a scheduled phone call). However, you cannot find a dedicated tab or section on the form that displays these related campaign activities directly.

Cause¶

There isn’t a direct, built-in many-to-many relationship between the base Campaign entity and the Account, Contact, or Lead entities that automatically surfaces all campaigns a record is a member of on the standard forms. The true link between a target record and a campaign distribution is established through the distributed campaign activity itself (e.g., the specific Email, Phone Call, Task record created for that member as part of the campaign). Therefore, the standard forms for Accounts, Contacts, and Leads do not inherently include a “Campaigns” tab showing all campaigns the record was part of. Instead, the relevant information is the list of activities generated by campaigns that targeted this record.

Resolution¶

To view campaign activities related to an Account, Contact, or Lead record, you need to add a subgrid displaying Campaign Activities to the respective entity forms. This subgrid will show all activity records (Email, Phone Call, Task, etc.) that were created specifically for this record as a result of being included in a campaign distribution.

Here’s how to add the Campaign Activities tab and subgrid to a form (using the Account form as an example, but the steps are similar for Contact and Lead forms):

1. Go to Advanced Settings > Settings > Customizations > Customize the System.
2. From the Components section in the site map, expand Entities.
3. Expand the desired entity (e.g., Account), and then select Forms.
4. Open the specific form (e.g., the main Account form) to which you want to add the subgrid in the form editor.
5. On the form editing canvas, decide where you want to place the new tab. Select an existing tab or section, then go to the Insert tab in the form editor ribbon.
6. From the Insert tab, select Section, and then choose One Column (or another layout as desired). This inserts a new section, often within a new tab if you started in a new tab space. You can also directly insert a new Tab first if preferred.
7. Select the newly added section or tab. In the ribbon, go back to the Home tab or find the Change Properties option for the selected container. This opens a properties dialog for the tab or section.
8. If you added a tab, enter a descriptive value for Name (internal unique name, e.g., tab_campaign_activities) and Label (what users see, e.g., Campaign Activities). Select OK. If you added a section, label it appropriately.
9. Select the new tab or section you created and labeled (e.g., the Campaign Activities tab). Go to the Insert tab in the form editor ribbon again.
10. From the Insert tab, select Sub-Grid. This action opens the Set Properties dialog box for the subgrid.
11. On the Display tab within the subgrid properties:
    • In the Name section, enter a unique name for the subgrid (e.g., subgrid_Campaign_Activities).
    • In the Label section, enter the desired label that will appear above the subgrid on the form (e.g., Campaign Activities).
    • In the Data Source section, configure the following:
      • For Entity, select Campaign Activities. This specifies that the subgrid should display records from the Campaign Activity entity.
      • For Default View, select a suitable view, such as All Campaign Activities. This determines which columns and filters are applied by default to the list of activities.
    • Ensure the Show related records checkbox is selected (it should be by default when adding a related entity’s subgrid).
    • Configure other options like sorting, pagination, and chart display as needed.
12. Select OK to save the subgrid properties.
13. Save the form in the form editor.
14. Finally, Publish all customizations to make the changes visible in the application.

To verify the issue is resolved, open an Account (or Contact/Lead) record that you know has been included in past campaign distributions. Navigate to the new Campaign Activities tab (or section) you added. You should now see a list of all Campaign Activity records (sent emails, completed phone calls, etc.) that are related to this specific record.

Issue 13 - User is getting timed out when trying to delete a static marketing list¶

When attempting to delete a static marketing list that contains a very large number of members, typically exceeding 50,000 records, the deletion operation may take an excessively long time to complete. This often results in the operation timing out before the list can be fully deleted, preventing the user from removing the unwanted marketing list from the system.

Cause¶

The process of deleting a static marketing list involves not only removing the marketing list record itself but also removing all the association records that link the individual members (Accounts, Contacts, Leads) to that marketing list. When a static list has a large number of members (50,000 or more), the system must process a very large number of these association records for deletion. This bulk deletion operation is resource-intensive and can exceed standard execution time limits configured for online operations, leading to a timeout.

Resolution¶

Resolution details for this specific scenario involving large static marketing lists timing out on deletion were not available in the provided information. Addressing timeouts on large-scale deletion operations in Dynamics 365 often requires methods that can process the deletion in smaller batches, execute the operation during off-peak hours, or utilize platform-specific tools or background jobs designed for handling large data volumes more robustly than interactive form deletions.

Have you encountered these issues with Dynamics 365 in-app marketing? Share your experiences and solutions in the comments below.