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Customer experience | Sales, Customer Insights,...
Answered

Can we add Content Assist edit in Marketing Page, Marketing Form and Activity Template?

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Posted on by 65

Hi Experts,

Can we add Content Assist edit in Marketing Page and Marketing Form?

How about activity template such as phonecall template, task template? can we use content assist in that part as well?

Thanks

Regards,

Audrey

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi Audrey,

    It cannot be achieved unfortunately. The content assist can only be used in marketing email.

     

    Most of the expressions (dynamic content) are based on the relationship with the following entities, which cannot be recognized by marketing page and so on.

     pastedimage1627635158662v2.png

    And even when a static content is inserted into a marketing page, it will not be shown as expected also.

     pastedimage1627635162418v3.png

    However, there is another kind of dynamic contents which can be inserted into activity email template.

    Please refer to the following post to know more about it.

    (+) Insert dynamic values in Email Templates from Custom Entities - Microsoft Dynamics 365 Community

  • Audrey Amelia Profile Picture
    65 on at

    Hi Nya,

    Thanks for your advise.

    Then it seems I have to utilize the html and extendable script in there. Unfortunately.

    Btw, I was thinking activity template like below picture, but looks like does not work. I want use this template, so I can put it in the customer journey. 

    pastedimage1627635531948v1.png

    Instead of using workflow to create activity in customer journey, this activity template more easier for user to maintain the template for journey. no need technical part to train.

    but since dynamics content does not support for this scenario, I would suggest them to utilize workflow.

    Regards,

    Audrey

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