Create a simple customer journey with appointment

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Posted on by Sidhu

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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Customer Journey Design

Segmentation

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ShaileshJain on at

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RE: Create a simple customer journey with appointment

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.
Sidhu 10 on at

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RE: Create a simple customer journey with appointment

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.
Dynamics365 Rocker 7,755 on at

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RE: Create a simple customer journey with appointment

You have to create a workflow that will trigger on create of appointment and create an appointment with new contact.
Sidhu 10 on at

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RE: Create a simple customer journey with appointment

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.