Help with setting custom channel

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Posted on by Ridlees

Dear Dynamics Community,

I am trying my best to create a custom channel for Customer Journey. I have my Custom Tile and my Custom Connector. However, tying them together through workflow (which should start on Custom Channel Activity) is the part I am stuck on.

Would anyone mind helping me set this up? Or at least, point me at a resource (Unfortunately, the docs are not very helpful for the complete beginner) that could help me out with setting it?

My questions are:

How can I add a workflow to Custom Tile?
How can I add editable variables to Customer Journey? (so I could set a variable without going to PowerApps or to settings of my connector.)

Thanks for any help and I am looking forward to exploring the great possibilities of Dynamics Marketing after your suggestions.

Thanks,

Martin (or Ridlees)

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cloflyMao 25,210 on at

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RE: Help with setting custom channel

Hi Martin,

You could refer to following two tutorials, they would be helpful to custom channel beginner:

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-

The workflow tile of customer journey could only target at Contact entity, therefore, it does not make sense to add workflow tile after custom tile.

Your workflow for custom channel should run at background(not on-demand wf), the source entity of your workflow is Custom Channel Activity,

and it will be triggered when a record is created.

(It could also explained that why documentation mentioned in step 3 that writing plug-ins to implement custom channel logic.)

It is recommended to use flow if your logic of custom channel is complex or you would like to integrate with 3rd party platform, because we could write less code by working with flow compared with workflow.(Adding variable is not supported in customer journey.)

Regards,

Clofly

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Ridlees 10 on at

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RE: Help with setting custom channel

I am following these tutorials, however, it was unclear for me where I could find the "create new process" page.

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cloflyMao 25,210 on at

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RE: Help with setting custom channel

Hi Martin,

What does "create new process" page mean?

As per my understanding,

we can go to workflow page via:

Advanced settings(the link is in top right gear icon drop down menu) -> Settings(click chevron icon at right to expand menu) -> Processes center -> Processes -> New > Category > Workflow to create a workflow.

we can go to Flow center by clicking Power Automate icon on Office.com, and use Common Data Service connector to connect Dynamics instance.

Regards,

Clofly

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Ridlees 10 on at

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RE: Help with setting custom channel

Hi Clofly,

thanks again for your help.

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