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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Create a Customer Jour...
Customer Insights - Journeys forum

Create a Customer Journey record with workflow (or any automation method)

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Posted on by Ilona Salonen 75

Hi everyone,

I have a need to create new Customer Journeys automatically so the users can skip this part in their Event management process.

In a workflow I have a "Create Record" action that creates a new CJ record with the following attributes:
pastedimage1569831167485v1.png


This workflow works fine: It creates a new Customer Journey with all of the attributes but the Designer is totally empty. So when I have selected that all CJ records should have the "Simple Email Journey" -named CJ template, the Designer doesn't respect this information at all. 

See picture:

pastedimage1569831317975v2.png


My question therefore is:
Is it totally an excluded method to create new Customer Journeys from templates no other way than manually? So can we automate this with any other method (Flow, Workflow, Plug-in)?



Categories:
Customer Journey Design
I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi IIona,

    Tiles are formatted as JSON definition and saved in msdyncrm_workflowdefinition field in customer journey entity,

    so you should build a plug-in to achieve a workflow that could create a customer journey with tiles in default.

    Please read following articles for how to build it:

    Basic operations on customer journey with Web API:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/basic-operations-on-customer-journey

    definition for msdyncrm_workflowdefinition field:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/customer-journey-workflow-definition

    sample code with OrganizationService:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/developer/extend-customer-journey-using-code

    There is downloadable SDK in link 3.

    Regards,

    Clofly 

  • Suggested answer
    ShaileshJain Profile Picture
    ShaileshJain Microsoft Employee on at

    as Clofly responded, you can have end users avoid most of the steps on user interface, by having prebuilt journey templates, and programmatically update properties (e.g. hookup specific event on the journey templates). so you can use any of the automation approach that leverage these APIs. BTW, you can use similar approach to create segments via APIs, and associate to the journeys

    docs.microsoft.com/.../basic-operations-on-customer-journey

  • Ilona Salonen Profile Picture
    Ilona Salonen 75 on at

    Thank you for the information, I'll look this up with our dev.

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