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Dynamics Marketing - Customize Task Template Entity

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Posted on by 641

Hi,

we need to customize the Task Template Entity to add an additonal field - how could we achieve the scenario that a task will be created through a customer journey with the populated new custom field of the template?

Best regards

  • Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Dynamics Marketing - Customize Task Template Entity

    Hi latfio,

    It is not possible using OOB way. However, Please take a look at these threads:

    community.dynamics.com/.../create-custom-task-templates

    community.dynamics.com/.../add-custom-field-in-marketing-activity-templates-phonecall

  • mneumayer Profile Picture
    mneumayer 641 on at
    RE: Dynamics Marketing - Customize Task Template Entity

    Hey @Eiken so it is not possible to create a new field on task template entity and map in to the task entity?

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Dynamics Marketing - Customize Task Template Entity

    Hi,

    Do you want to map the fields in the task template to the generated task?

    pastedimage1674194446267v2.png

    If yes, the field that can be mapped are determined by product just like Description and Subject.

    I can't get the value of the new field in task entity.

    pastedimage1674194734976v3.png

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