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Session Id : RQwm+5jaVbxTdo1rJzaica
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to create a Live J...
Customer experience | Sales, Customer Insights,...
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How to create a Live Journey(Real-Time Journey) in Customer Insights-Journeys using Power Automate?

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Posted on 22 Mar 2025 02:03:32 by homarm 4

Hello community, I hope you're doing well. I’d like to ask for your guidance regarding a question I have.

I’m currently developing a Power Automate flow that needs to create a Live Journey (Real-Time Journey). These types of journeys belong to the Real-Time Journeys module of the Customer Insights - Journeys solution. However, after reviewing the official documentation, I haven’t found any specific information about how to create them through Power Automate.

During my search, I found this Microsoft article:https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/developer/customer-journey-workflow-definition
The article explains which Dataverse table to use, as well as the JSON required to create the components or actions of the Journey — for example, the segment or email template to be sent. However, it focuses on journeys from the Outbound Marketing module, so it doesn't apply to my case.

Does anyone know if there is specific documentation for creating Live Journeys through Power Automate?
For example: which Dataverse table should be used and what is the corresponding JSON structure to define the steps of these journeys?

I truly appreciate any support you can provide.

Categories:
Dynamics 365 Customer Insights - Journeys
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 3,176 Super User 2025 Season 1 on 22 Mar 2025 at 11:01:26
    How to create a Live Journey(Real-Time Journey) in Customer Insights-Journeys using Power Automate?
    Hello homarm,
     

    You've accurately identified the challenge: the documentation you found focuses on Outbound Marketing journeys, and Real-Time Journeys (now part of Customer Insights - Journeys) have a different underlying data model and JSON structure.

    Unfortunately, you're correct that there is a significant gap in Microsoft's official documentation regarding the programmatic creation of Real-Time Journeys through Power Automate or the Dataverse API. This is a common frustration for developers working with Customer Insights - Journeys.

    The Challenges:

    • Complex JSON Structure: Real-Time Journeys utilize a more complex and dynamic JSON structure compared to Outbound Marketing journeys. This structure is not well-documented.

    • Internal Data Structures: Many of the internal data structures and relationships used by Real-Time Journeys are not exposed or documented for public use.

    • Rapid Evolution: Customer Insights - Journeys is a rapidly evolving product, and documentation often lags behind new feature releases.

      •  

    Workarounds and Potential Approaches (With Caveats):

    1. Reverse Engineering (Use with Caution):

      • You can attempt to reverse engineer the JSON structure by creating a Real-Time Journey in the Customer Insights - Journeys UI and then examining the corresponding Dataverse record.

      • Steps:

        • Create a simple Real-Time Journey with the desired components (e.g., segment trigger, email, wait).

        • Use a tool like XrmToolBox or a Dataverse query to retrieve the msdynmkt_customerjourney record for the journey.

        • Examine the WorkflowDefinition attribute, which contains the JSON structure. 

      • Caveats:

        • This approach is not officially supported and is prone to breaking if Microsoft changes the internal data structures.

        • The JSON structure can be complex and difficult to understand.

        • This is very time consuming.


          •  

    2. Web API Exploration (Limited Success):

      • You can try using the Dataverse Web API to explore the available endpoints and entities related to Real-Time Journeys.

      • Steps:

        • Use the Web API to query the msdynmkt_customerjourney and related tables.

        • Examine the responses to understand the data structures. 

      • Caveats:

        • Many of the internal APIs and data structures are not publicly documented.

        • You may encounter limitations in terms of what you can create and manipulate.

          •  

        •  

    3. Microsoft Support and Feedback:

      • The most reliable approach is to contact Microsoft Support and provide feedback about the lack of documentation.

      • Steps:

        • Open a support ticket with Microsoft.

        • Clearly explain your requirement and the lack of documentation.

        • Submit feedback through the Customer Insights - Journeys portal or community forums.

      • Advantages:

        • This can help prioritize documentation updates.

        • Microsoft Support may be able to provide some guidance.

          •  

      4.  

    Key Recommendations:

    • Prioritize Microsoft Support and Feedback: This is the most effective way to address the documentation gap.

    • Use Reverse Engineering with Extreme Caution: Only use this approach if you understand the risks and are prepared for potential issues.

    • Stay Updated: Monitor Microsoft's release notes and documentation for any updates related to Real-Time Journeys.


      •  

    Important Note:

    • Creating Real-Time Journeys programmatically is a complex task due to the lack of documentation.

    • Be prepared to invest significant time and effort in reverse engineering and testing.


      •  

    I hope this information is helpful.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,241 Super User 2025 Season 1 on 22 Mar 2025 at 08:36:36
    How to create a Live Journey(Real-Time Journey) in Customer Insights-Journeys using Power Automate?
    https://support.mscrm-addons.com/knowledgebase/generate-and-process-documents-within-customer-journeys-in-dynamics-365-customers-insights-marketing/

    Currently, there is no official Microsoft documentation detailing how to create Real-Time Journeys in Customer Insights - Journeys via Power Automate. However, you can attempt the following approach using Dataverse actions:
    Steps to Create a Real-Time Journey using Power Automate
    1. Identify Relevant Dataverse Tables
      • Real-Time Journeys use msdynmkt_journey (instead of msdyncrm_marketingjourney used in Outbound).
      • Other related tables:
        • Trigger: msdynmkt_journeytrigger
        • Segments: msdynmkt_segment
        • Emails: msdynmkt_email
    2. Create Power Automate Flow
      • Use the Dataverse "Add a new row" action to create a journey in msdynmkt_journey.
      • Define JSON in the msdynmkt_definition column for the journey workflow.
      • Associate required triggers, segments, or emails by referencing their respective Dataverse record IDs.
    3. Example JSON Structure (Basic Template)
    json
    CopyEdit
    {
      "triggers": [
        { "id": "<trigger-ID>", "type": "EventTrigger" }
      ],
      "steps": [
        { "id": "<email-step-ID>", "type": "SendEmail", "emailId": "<email-template-ID>" }
      ]
    }
    (Ensure IDs correspond to existing records in Dataverse.)
    1. Activate the Journey
      • Update the msdynmkt_journey record with msdynmkt_status = 'Live'.
    Next Steps
    • Since Real-Time Journeys rely heavily on event triggers, use Power Automate to create and link triggers in msdynmkt_journeytrigger.
    • Use the Microsoft Dataverse Web API if more control is needed over JSON structures.

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