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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customer journey templ...
Customer experience | Sales, Customer Insights,...
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Customer journey templates - editing the content settings record

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Posted on by Deborah J Pitt 114

Hello!

My client has two brands so has two separate content settings records. I have created a customer journey template for each brand, but I want to set the relevant content settings in each one.

Unless I am missing something, I cannot find a field on a customer journey template which allows me to set the content settings record. This means that for the second brand, the users will always need to remember to change the content settings every time they create a new customer journey.

Any ideas?

Thanks so much.

Deborah

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Customer journey templates - editing the content settings record

    Hi Deborah,

    Yes, the Content Settings field is a lookup field in Customer Journey entity and not contained in Customer Journey Template entity.

     pastedimage1625205175696v1.png

    Even if you create the relationship with Content Settings entity and the lookup field for the template entity, it will still not be retrieved when the Customer Journey is created from the template. It is an OOTB design.

     

    You can post your proposal in Ideas forum to drive it to be improved.

     

    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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