Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

(1) Share

Report

Posted on by Wiz of D365M

It would seem that if you create a custom trigger

.. and try to use it in the end of a customer journey, using the /Activate a custom trigger/

.. you can only map the attributes to the /Lead ID/

.. the problem is the Lead Id IS NOT stored in the /Lead ID/ column of the Lead table, ...

... its stored in the /Lead/ column of the /Lead/ table

Since you can't map to the /Lead/ column in the /Activate custom trigger/ tile, is would seem impossible to hand over the lead id to a power automate flow (in order to update or delete the lead)

All responses (6)

Answers (1)

Verified answer

Wiz of D365M 28 on at

Like (0)

Report

Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

The Profile ID hinted by Josh is NOT the Profile ID in the Lead table (msdyncrm_profileid) , but a "mysterious" msdynmkt_profileid
Josh O'Dea 8 on at

Like (1)

Report

Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

Hi @Wiz of D365M

The profile id is available OOB with Customer Insights Journeys. Could you please try creating a new trigger without any additional fields. I believe the "Lead Identifier" field may actually be causing the problem here. Creating a new trigger with no additional fields should do the trick.

Let me know how you go.

Kind regards,

Josh
Haig Liu Microsoft Employee on at

Like (0)

Report

Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

@Wiz of D365M - Actually, what I do is not complicated. Just used the tool to copy and paste the /lead/ field value into the /lead ID/ field, and the changes have been fed into the dataverse and everything is working fine.
But here's the problem: it's not an automated process, I have to manually copy-paste the completion each time. And if at some point in the future we need to use the /lead ID/ field, we'll find that its value is already taken by /lead/.

Inability to use /lead/ field values directly makes for a dilemma.
Wiz of D365M 28 on at

Like (0)

Report

Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

@Josh O'Dea - thanks. As far as I can see in my environments the Profile ID attribute of the Lead entity is equally empty for leads created by form submission. I would think that is the case for environments w/o "Customer Insights - Data".

@Haig Lui - seems the thing to do. But the strange thing is, the Lead attribute works just fine in fresh trials. I have a hunch something breaks if I do a Publish All Customizations, which is a bit frightening
Suggested answer

Josh O'Dea 8 on at

Like (0)

Report

Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

Hi,

I have documented the solution here: https://jmdaily.com/customer-insights-formally-dynamics-365-marketing-leverage-journeys-and-power-automate-flow-for-lead-and-contact-record-updates/

Hope this helps!

Kind regards,

Josh
Suggested answer

Haig Liu Microsoft Employee on at

Like (0)

Report
Leveraging a custom trigger to delete a Lead from a customer journey doesnt work

Hi,

Unfortunately, the Lead (leadid) field is a GUID field and cannot interact with other components or fields.

So I used the XRMToolbox tool to update the /Lead ID/ field with the /lead/ field value.

update lead set msdyncrm_leadid = leadid; select leadid,msdyncrm_leadid from lead;

1. Install XRMToolbox
2.Search the Tool Library to install SQL 4 CDS
3.Connect XRMToolbox to your environment.
4.Use the update code code and execute

I hope this helps, but please let me know if you need anything else or if you have any other questions.
thanks,
Haig Liu