Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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)

(0) ShareShare
ReportReport
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
  • Ilona Salonen Profile Picture
    Ilona Salonen 75 on at
    RE: Create a Customer Journey record with workflow (or any automation method)

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

  • Suggested answer
    ShaileshJain Profile Picture
    ShaileshJain on at
    RE: Create a Customer Journey record with workflow (or any automation method)

    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

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Create a Customer Journey record with workflow (or any automation method)

    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 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans