web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customer journey templates - editing the content settings record

(0) ShareShare
ReportReport
Posted on by 122

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

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Nagaraju_Matta Profile Picture

Nagaraju_Matta 123

#2
Hamza H Profile Picture

Hamza H 112 Super User 2026 Season 1

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 70 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans