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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customer Journey - Cre...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customer Journey - Create Order for contact with passing Product Value in Workflow

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Posted on by Milansinh Raj 230

Hello Community,

I am trying to build one functionality.

Flow is 

Contact added into segment --> Customer Journey Runs --> Sends Email --> Once Email Delivered --> Create Order for Contact with Order Product Lines.

Customer Journey have lookup of Product which is having Product Value already.

But Problem is --> How to get that Product value in Workflow to create Order Products lines...

Any idea ? or Work around ?

Please help.

Thanks in advance.

Milansinh Raj 

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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Milansinh,

    You need to add custom tile: when a contact goes through the tile, a record of the Custom Channel Activity (msdyncrm_customerjourneycustomchannelactivity) entity will be automatically created.

    The entity contains a lookup field "Customer journey" to log the customer journey which originated the call.

    Therefore, you can fire your workflow on creation of Custom Channel Activity, then get product of customer journey via Related Entities > Customer journey.

    The following example shows how does the custom event channel work:

    8372.JPG

    A corresponding custom channel activity record will be generated for each contact, and the customer journey will also be logged.

    7802.JPG

    Here are some articles describing custom channels for your reference:

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/extend-customer-journeys-custom-channels

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/custom-touch-point-custom-tile-in-customer-journey-in-less-than-10-minutes

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/firetext-sms-

    Regards,

    Clofly

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