web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Overdue Tasks in Custo...
Customer experience | Sales, Customer Insights,...
Answered

Overdue Tasks in Customer Journeys

(0) ShareShare
ReportReport
Posted on by backinstereo 120

Hello,

Right now in my Customer Journeys, when someone opens or clicks an email I have a Marketing Task created for that Contact's Owner. After a few days, that Task becomes "Overdue" by nature.

Is there a way to tell it to keep that Task opened, indefinitely, until the Contact Owner can mark it as complete/lost/etc?

I don't see any customization options in the creation of Marketing Task.

marketing_2D00_task.PNG

I have the same question (0)
  • Verified answer
    Fubar Profile Picture
    Fubar 2,761 on at

    You can keep the Task open longer....

    In the Task Template, change the Duration, in the drop down select 3 days, then edit the duration value to a larger number of days (i.e. the dropdown has a limited number of items, but after selecting an option you can change the number part - this is standard CRM behaviour with durations)

  • backinstereo Profile Picture
    backinstereo 120 on at

    Thank you for that answer! Perfect. I now have another question that goes hand in hand:

    1. Is there a way to mark all of the current Marketing Tasks as complete?

    2. Is there a way, going forward, when creating the Marketing Task in the Customer Journey to mark it as complete?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 69 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans