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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customer Journey - tas...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customer Journey - task with Email

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Posted on by Lee-Martin 515

I'm trying to create a customer journey which will set a task to email and set a phone call to a customer several times based on their response.

Do I need to assign the Email and phone number as part of a task (using a template), or should I just set the email and phone call (added to task list) to do so?


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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Lee,

    As per understanding, I would suggest the second approach.

    Because in customer journey, it is not supported to assign an email to task dynamically.

    However, please let me know if I misunderstand your requirement and it would be helpful if more details could be given.

    Regards,

    Clofly

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