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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add Microsoft Teams as...
Customer experience | Sales, Customer Insights,...
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Add Microsoft Teams as Custom Tile in Customer Journey

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Posted on by Satish Ashy

Hi,

I have a requirement to create a custom tile. 

Business requirement is sent microsoft teams message to all contacts who are picked in the segment. Can we have custom tile for Teams? 

If yes can anyone guide me how can I proceed with the same. Microsoft document says we need to create custom entity, but how Microsoft teams will get linked with custom entity and which service do I call in my plugin to trigger message to teams channel?

Any links and guidance on this please.

Thanks in advance

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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Satish,

    In addition to documentation, you could also refer to Dilyana's articles about Custom Channel, which would be helpful for custom channel beginner to understand how does custom tile work:

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/custom-touch-point-custom-tile-in-customer-journey-in-less-than-10-minutes

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/firetext-sms-

    Instead of the custom entity, actually the entity that is used to link to Teams or other services is Custom Channel Activity. The custom entity can be regarded as a configuration file, it will be saved as a lookup field value of Custom Channel Activity.

    To connect with Teams, the flow should be triggered on creation of Custom Channel Activity, then in subsequent actions, you can do integration with Teams connector.

    https://docs.microsoft.com/en-us/connectors/teams/

    https://flow.microsoft.com/en-us/blog/microsoft-flow-in-microsoft-teams/

    Regards,

    Clofly

    If you had any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Satish Ashy Profile Picture
    Satish Ashy on at

    This works like a charm thanks for this.

    One more query regarding custom channel, why don't we get the insights how we get channel being Emails which is OOB. The insights are very good for emails but when we select custom channel it doesn't show up, am I missing something ?

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