Need to Identify the template from which an event was created
Our client requires is there any way to reliably identify the template from which an event was created using out of box functionality
Real-time Marketing Trigger: Add custom matching for contact/lead
If a custom trigger is created and used, it will always match to a contact or lead based on the fields crmId, emailaddress or telephone. As custom triggers are supposed to get actions easily by other systems (for example website to crm), it would be great if custom matching strategies could be...
Make it possible to move custom trigers in "Published" status between environments
As per Microsoft documentation, it is not possible to move Published custom triggers between different environments using solutions. That would be extremely useful, since stopping and republishing them is not always saimple.
Real time Triggers functionality
The non-usable triggers from the list in Real time marketing should be either graded out or a message should be added beside the feature explaining as upcoming or coming soon or as preview feature.
example trigger: Marketing Website Visited
This is planned to be completed in Q3 2023
Add custom information to Event Trigger in CJ
At this moment, it is only possible to include contact/lead related information to your Custom Event Trigger, used in a Customer Journey to trigger a Power Automate Flow.
It would be most usefull if your able to add a "open field" to the trigger, that can be filled in within ...
Real Time Marketing - Event Triggers - Update Online Documentation
We recently discovered something that would be beneficial to have known from the online documentation for Event Triggers.
The online documentation says to create a new event trigger from the D365 Marketing app & then provide the developer with information.
Ins...
Great feedback. Will add to the documentation
Low/code extension
My initial thought on event triggers is that I would have liked to extend using Power Automate or a way of bringing in my own entities from Dataverse I'd like to react and trigger a journey on i.e. custom entities or other standard entities, such as case/opportunity.
You can now use Power Automate to bring in relevant attributes/entities for the custom triggers.
Make Attributes also Relative Values in new Journey Builder
In the new Journey Builder you can select certain attributes, for example from Contact. You can specify a specific value of an attribute, but for some attributes it would be nice to have relative values as well. Think about Birthday, I want to set the value to 'Today' instead of '12th of May'.
Add Additional Attributes in new Journey Builder
In the new Journey Builder you can branch based on a specific value. This is now only limited to attributes of a Contact or the Event Trigger or whether or not someone is in a Segment. It would be nice to have other attributes as well. Think about attributes of related Leads, Event Registrations,...
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This will be available in the May release. Save time by easily moving triggers between environments | Microsoft Learn