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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Information from child...
Customer experience | Sales, Customer Insights,...
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Information from child entity in Customer Journey

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Posted on by Lee-Martin 517

I've a Lead child entity of the contact entity which I need information from in my customer journey, both for custom tiles and for some end of journey clean up.

Is there a way to get information from other entities into thiss? I've used the Segement to help a lot with the start of the process, but it doesn't give me what I need during and after the journey?

Thanks
Lee

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Partner,

    If you are using custom tile, then you can retrieve child lead of contact via msdyncrm_contact field of custom channel activity entity in the flow you set up for custom channel:

    Each custom channel activity record will be associated with its originating customer journey and contact.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/create-custom-channel-activity-interaction

    Regards,

    Clofly

  • Suggested answer
    Aga M Profile Picture
    Aga M Microsoft Employee on at

    Hi Lee-Martin,

    This should be possible using a custom channel (as described by Clofly Mao).

    Thank you,
    Aga

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