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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / MS Dynamics Marketing ...
Customer experience | Sales, Customer Insights,...
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MS Dynamics Marketing custom journey

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Posted on by JohnRi 5

Hello Microsoft community, I would like to ask for your advice.
I would like to know if it is possible to create this flow using MS Dynamics Marketing:
1. A customer who is in the Dynamics database has not created any new order for e.g. 1 month.
2. As a next step, I would like to use a custom REST API to validate the phone number and send a message according to the contact obtained in Dynamics.

I noticed that MS Dynamics offers the ability to create a custom flow that can do this automation. I'm just not sure if I'm following the correct procedure. First, I need to set up a trigger for my path and then I need to create a custom trigger. The custom trigger can be programmed with a custom script.

So my question is:
1. Is this flow possible in MS Dynamics Marketing?
2. Alternatively, can Power Automate be used for any part of the path?
3. Is it possible to set a trigger condition that will check relative time data i.e. not made an order in the last three months,...

Any information would be very helpful and thank you for it.

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: MS Dynamics Marketing custom journey

    Hi JohnRi,

    --You can edit Contact/Account records in the marketing app:

    pastedimage1671009417357v1.png

    --Trigger:

    https://learn.microsoft.com/en-us/power-automate/dataverse/create-update-delete-trigger 

    --Delete the number from the Dynamics database:

    You can update phone field of the record with null in power automate.

    https://learn.microsoft.com/en-us/power-automate/dataverse/update 

  • JohnRi Profile Picture
    JohnRi 5 on at
    RE: MS Dynamics Marketing custom journey

    Thank you very much for your answer.

    I have experience with Microsoft Power Automate, but not much with Dynamics. Could I ask you some additional questions?

    1. How and where should I set up the Contact/Account card?

    2. What trigger and steps to use in Power Automate to make the flow work properly?

    3. Is it possible to set a condition where I do a phone number verification and if the verification returns the number as invalid, can Power Automate delete the number from the Dynamics database?

    3. How do I prevent flow from being locked to only one record in the database?  My point is to have PA do separately my own REST API operations over each record one by one. But I'm afraid that flow will get stuck over only one record and repeatedly perform checks there.

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: MS Dynamics Marketing custom journey

    Hi JohnRi,

    If you are using Real-time marketing journey, Custom triggers activated through a customer journey can also trigger Power Automate flows.

    https://learn.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-custom-actions#trigger-power-automate-flows-from-real-time-marketing-journeys 

    So you need has one customer trigger:

    https://learn.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-custom-triggers 

    In Power automate:

    You need use 'When an action is performed (Microsoft Dataverse)' as trigger.

    https://learn.microsoft.com/en-us/power-automate/dataverse/action-trigger 

    You can then verify the phone number in the next step of power automate.

    https://microsoftdynamics.in/2021/09/13/use-of-custom-api-in-power-automate-flow/ 

    https://itmustbecode.com/dataverse-custom-api-function-get-vs-action-post/ 

  • Verified answer
    POJA85 Profile Picture
    POJA85 175 on at
    RE: MS Dynamics Marketing custom journey

    A short answer is, almost everything is possible in regards to Power Automate.

    1. I would setup a datefield on the Contact/Account card called "Last Order date". Each time a order is created, the datefield is updated with todays date.

    2. A separate Power Automate will check the "Last Order date" everyday to check if that date is more than 30 days from today, if yes, your logic is triggered.

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