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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Customer Journey Workflow

Customer experience | Sales, Customer Insights,...

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Customer Journey Workflow

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Posted on by mneumayer

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Hey!

We got 3 activities within the customer journey tile (Phone, Task & Appointment) as per OOTB it is only possible to assign to either the contact owner, the journey owner or the user who created the contact.

My question is, is it possible to generate a workflow in order to assign a task to queue and then reference the workflow in the "workflow tile"? If possible how do I achieve this scenario?

Thanks in advance!

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Nya 29,060 on at

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Hi latfio,

No, it is impossible.

The workflow in a customer journey can only be created as an on-demand workflow targeting at Contact entity, for the journey can only process the contacts which are its audiences.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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