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Question 232 - MB-220 discussion
You work for a non-profit organization where donations are registered and managed within the same Microsoft Power Apps environment where Dynamics 365 Customer Insights - Journeys is enabled and used. The donation table has a direct link to a contact record. When people cancel a donation, a reason is added through an option list.
When a donation is cancelled and becomes deactivated, the donation team wants to trigger a real-time journey to send a confirmation and call-to-action for a single donation. To accomplish this, you work with the donation team and create the journey and a Microsoft Dataverse trigger for the donation table. However, there are some cancellation reasons that are NOT applicable and should NOT be included in the journey.
You need to ensure that certain cancellation reasons are excluded and do NOT start a customer journey.
What should you do?
In the creation step of the customer journey, add filter conditions to specify which cancellation reasons it should run on.
Create an exclusion segment of contacts that have donations with specific cancelation reasons. Add this segment to the real-time journey as an excluded segment.
Add an attribute tile in the real-time journey. Add filter conditions with the applicable cancelation reasons. Only add the email tile to the applicable branch.
On the Dataverse trigger, set the attribute that activates the trigger to the Status field instead of the Cancellation Reason field,
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