Microsoft Dynamics® Mobile - Mobile Sales extends campaigns with the concept of selling-in periods. You can inform salespeople when a campaign is active by specifying the selling-in period for the campaign. For more information, see Campaign Table. When you add a selling-in period to a campaign, the campaign is sent to the mobile devices on the date that you specify and the salespeople can start promoting the campaign in their work. The following procedure describes how to add a selling-in period to a campaign.

To add a selling-in period to a campaign

  1. In the navigation pane, click Sales & Marketing, click Marketing, and then click Campaigns to open a campaign card.

  2. Click Campaign, and then click List.

  3. In the Campaign List window, select the campaign that you want to add a selling-in period to, and then click Campaign, Card.

  4. In the Campaign Card window, on the Mobile tab, fill in the following fields:

    Field Description

    Visible Date

    The date that the campaign is available to mobile devices. Mobile users cannot see the campaign on their mobile devices until this date. When the campaign is visible, salespeople can promote the campaign when talking to customers.

    Selling-in Start Date

    The start date when the campaign is active. Mobile users can see the campaign and use it when they visit customers and contacts.

    Selling-in End Date

    The end date when the campaign is no longer active. Mobile users can still see the campaign, but they are not able to use it.

    When you add a selling-in period to a campaign, the campaign is sent to mobile devices on the date that you specify in the Visible Date field. Mobile users can use the campaign prices in the selling-in period that you specify in the Selling-in Start Date and Selling-in End Date fields. If you later want to change the selling-in period, change the values of these fields on the Mobile tab.

See Also