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Customer experience | Sales, Customer Insights,...
Suggested Answer

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

I have the same question (0)
  • Suggested answer
    Eiken Profile Picture
    on at

    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

  • mneumayer Profile Picture
    641 on at

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

  • Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    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

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