Suggested by Stephani Nicole – Planned
Outbound Marketing journeys allowed us to create a task, appointment, or call in D365 and assign it to someone in D365.
We would like to see this feature in Real Time Marketing Journeys. The release of 2-way SMS has made this even more desirable. We do need to take it one step further for Real Time though - we need the ability to assign the task, appointment, or call to more than the Journey Owner, Contact Owner, or Contact. We would like to be able to assign the task to 1) a specific Contact that we select, 2) or a related Contact to the Contact and not just Owner, or 3) a Contact based on a condition (i.e. if the inbound message contains 'donation' then assign to Contact X who manages donations, otherwise assign to Contact Y who manages customer service)
For example, when a keyword response is received - create a Task in D365 and assign it to the Relationship Manager for that Contact.
Status Details
This work is currently underway and will be part of the 2023 Wave 1 release.