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Customer Insights - Journeys forum

Create a simple customer journey with appointment

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Posted on by 10

Required field is set in appointments,after creating appointments through customer journey.We are expecting to send an appointment to required contacts. .When we are creating appointment manually,crm is sending appointment to the required contacts.

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  • Sidhu Profile Picture
    10 on at

    Required field is not set in appointments,after creating appointments through customer journey.We are expecting to send an appointment to required contacts. .When we are creating appointment manually,crm is sending appointment to the required contacts.

  • Dynamics365 Rocker Profile Picture
    7,755 on at

    You have to create a workflow that will trigger on create of appointment and create an appointment with new contact.

  • Sidhu Profile Picture
    10 on at

    Hi Rocker,

    Thank you for your response.

    I tried to create  workflow and update workflow as well.But still not receiving appointment.

    Please suggest me if any other way to do this one.

  • Suggested answer
    ShaileshJain Profile Picture
    Microsoft Employee on at

    Hi Sidhu, once live marketing actions are executed for each tile in the journey. the Activity tile (appointment, phone) are meant for D365 users but capture contact's data i.e. setup appointment with account manager with details of the contact participating in the journey.  the appointment is not sent to individual contacts but will show up on D365 user's dashboard.

    if you need to send out anything to contacts, it would be via email tile. hope this clarifies.

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