web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

how to create custom interactions in the marketing insights service

(0) ShareShare
ReportReport
Posted on by

Hello,

is it possible to create custom interactions in the marketing insights service?

For example, I'd like to create track a custom interaction (usable in lead scoring and in segments) when a contact uses it's loyalty card in a store. The new "Loyalty Card used" interaction should include the following fields:

- Date and time of interaction

- Loyalty card ID

- Purchase ID

- Purchase Amount

Do I need to create a Custom Channel Tile for this to happen? If yes, can a custom channel be only in "receive mode" (e.g. to track the loyalty interaction) without sending any message? Could anyone send me some code examples?

Thank you very much.

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi V Hacer,

    Custom Channel Tile would be your option. 

    As my per understanding, the approach to achieve the "receive mode" might be something as below:

    1. Create a custom field "Mode" to Contact entity.

    2. Due to custom channel activity contains an entity reference to contact, thus you can retrieve value of the mode field of contact, then do further actions based on the value.

    (See which fields are contained in Custom channel activity in this link.)

    Please 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-

    In addition, you could also import my demo solution to your sandbox environment to test.

    CustomChannelExtendModule_5F00_1_5F00_0_5F00_0_5F00_1_5F00_managed.zip

    (The custom entity is called "new_twitterchannel", it is used to send twitter message.)

    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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 140 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 70 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans