Dynamics Community Forum Thread Details

Customer Journey iCal Title Customisation

Hello,

I want to utilise the calendar content functionality on an event that creates the iCal file to be included in a confirmation email. I would like a means to be able to customise the title of the event without having to rename the event in Dynamics 365.

In my example, I might call the event in Dynamics 'Test Event 123' but I want the event iCal to show as 'BRAND NAME - Test Event 123'. Is this possible or suggestions on how to make it possible?

Thanks.

Categories:

Dynamics 365 Customer Insights - Data

Dynamics 365 Customer Insights - Journeys

This is a great question! You’re essentially trying to keep your internal data "clean" while making your external branding "pop."
In the old Outbound Marketing world, the iCal file was essentially a direct mirror of the Event record, which made this difficult. However, in Real-time Journeys (Customer Insights - Journeys), Microsoft introduced a much more flexible way to handle this via the Calendar Items library.
Here is how you can achieve that custom title without touching your internal Event name.
The Solution Using "Calendar Items" (Real-time Journeys)
Instead of relying on the email to "pull" the event name directly, you should create a Calendar Item asset. This acts as a wrapper for your event details and allows you to hardcode or customize the title.
1. Create the Calendar Item

Go to Library > Calendar items in the left-hand navigation.
Click + New.
In the Title field, this is where you put your branded name. You can type: BRAND NAME -
Then, use the Personalization (token) icon to pull in the actual event name from your Dynamics record.
- Your title will look something like this: BRAND NAME - {{event.msevtmgt_name}}
Link the rest of the fields (Start time, End time, Location) to the corresponding event fields so they stay synced.

2. Add to your Email

In your Email Designer, select the button or link where you want the iCal.
In the "Link to" settings, choose Add to calendar.
Select the Calendar item you just created.

Why this is the better way

Decoupled Data: Your internal event can stay named "Test Event 123" for your reporting and internal team views.
Consistency: You can create a "Template" Calendar Item that always adds "BRAND NAME -" to any event you link it to.
Rich Descriptions: You can also use this to add a much more beautiful "Description" in the calendar invite (HTML-like formatting) than the standard Event Description field allows.

What if you are still using Outbound Marketing?
If you haven't moved to Real-time Journeys yet, the "Calendar Content" button is more rigid. In that case, the common workaround is:

Create a Custom Field on the Event entity called "Public Event Name."
The "Switch" Strategy: You unfortunately have to flip the names. You put "BRAND NAME - Test Event 123" in the Name field (so the iCal picks it up) and put your "Internal ID" in your new custom field.
Adjust Views: Update your internal Dynamics views to show the "Internal ID" field as the first column so your team doesn't get confused.