Dynamics add 365 marketing custom magnets channel

Dynamics 365 marketing channels in the default and only Marketing Email Marketing Activity, want to add other channels must be custom tiles, custom tile steps are as follows:

1. Create entity

 

 I created a template SMS and SMS messaging entity

 

2, create magnets

Create a Solution, entered, and add attributes and styles a .css file and an .xml file that defines the related magnetic stickers

 

 

<?xml version="1.0" encoding="utf-8"?>
<!-- file name should only contain alpha-numeric characters and underscore -->
<!-- format: <fileNamePrefix>CustomerJourneyDesignerTileConfig.xml> -->
<LibraryTile>
  <!-- mandatory -->
  <!-- icon: CSS class defining your tile icon-->
  <!-- fontFamily: CSS class defining font-family for your icon--> 
  <!-- cssFileName: your CSS file name in CRM-->
  <Definition icon="wsdyn_SMSTextTile" fontFamily="wsdyn_SMSTextSymbolFont" cssFileName="wsdyn_SMSTextCustomerJourneyDesignerTileConfig.css" />
  <!-- mandatory -->
  <ChannelProperties>
    <!-- mandatory -->
    <EntityType>wsdyn_smstext</EntityType>
    <EntitySetName>wsdyn_smstext</EntitySetName>
    <TitleFieldName>subject</TitleFieldName>
    <ComplianceField>wsdyn_donetsmstext</ComplianceField>
    <!-- optional -->
    <!-- Lookup view id for your entity-->
    <LookupViewId>6AC84005-DB4A-47B0-B8F8-1E3824FA15A4</LookupViewId>
    <!--Insights form id for your entity -->
    <InsightsMainFormId>A59C997D-45CF-47FE-BB8D-F8D169617747</InsightsMainFormId>
    <!--Quick view form id for your entity -->
    <QuickViewFormId>A59C997D-45CF-47FE-BB8D-F8D169617747</QuickViewFormId>
  </ChannelProperties>
  <!-- optional -->
  <ResponseTypes>
    <ResponseType id="sent">
      <Labels>
        <!-- Labels should always have a Label for 1033 -->
        <Label locId="1033">Sent</Label>
      </Labels>
    </ResponseType>
    <ResponseType id="delivered">
      <Labels>
        <!-- Labels should always have a Label for 1033 -->
        <Label locId="1033">Delivered</Label>
      </Labels>
    </ResponseType>
    <ResponseType id="keyword" custom="True">
      <!-- there should be only one response type with attribute custom=true -->
      <Labels>
        <!-- Labels should always have a Label for 1033 -->
        <Label locId="1033">Keyword match</Label>
      </Labels>
    </ResponseType>
  </ResponseTypes>
  <!-- mandatory -->
  <Labels>
    <!-- Labels should always have a Label for 1033 -->
    <Label locId="1033">SMS Text</Label>
    <Label locId="2052">短信</Label>
  </Labels>
  <!-- mandatory -->
  <Tooltips>
    <!-- Tooltips should always have a tooltip for 1033 -->
    <!-- mandatory -->
    <Tooltip locId="1033">Create a SMS Text Message</Tooltip>
    <Tooltip locId="2052">创建短信记录</Tooltip>
    <!-- optional -->
  </Tooltips>
</LibraryTile>

View Code

@font-face {
    /* The font-family name should be unique. Recommendation: use the config (XML) file name generated without the file extension */
    /* Assuming the config file name is 
sample_SpecialTileCustomerJourneyDesignerTileConfig.xml so the example uses 'sample_SpecialTileCustomerJourneyDesignerTileConfig' below*/
    /* format: font-family: '<config xml file name generated by CRM>' */ font-family: 'wsdyn_SMSTextCustomerJourneyDesignerTileConfig';
    src: url('data:font/opentype;base64, <fontInBase64String=>') format('woff');
}

/* The fileNamePrefix is determined from the configuration (XML) file name: 
<YourConfigFilenamePrefix>CustomerJourneyDesignerTileConfig.xml */
/* Example: config file 'sample_SpecialTileCustomerJourneyDesignerTileConfig.xml' */ /* Then the prefix is 'sample_SpecialTile'*/

/* format: <fileNamePrefix>SymbolFont */
.wsdyn_SMSTextSymbolFont {
    /* font-family value defined in the font-face directive */ font-family: 'wsdyn_SMSTextCustomerJourneyDesignerTileConfig';
}

/* format: <fileNamePrefix>::before */
.wsdyn_SMSTextTile::before { /* your tile icon code */
    content: "\EFF4";
}

/* format: #libraryElementCustom_<fileNamePrefix>  > span.lib-iconContainer */
#libraryElementCustom_wsdyn_SMSText > span.lib-iconContainer { /*background color for your tile icon in the library panel*/
    background-color: #005C62;
}

/* format: .Custom_<fileNamePrefix> span.tileImageWrapper */
.Custom_wsdyn_SMSText span.tileImageWrapper {
    /*background color for your tile icon in the library panel*/ background-color: #005C62;
}

/* format: .Custom_<fileNamePrefix>.tileOutline.selected */
.Custom_wsdyn_SMSText.tileOutline.selected {
    /*Color for border; Rendered when your tile is selected*/ border-color: #0072c6;
}

/* format: .Custom_<fileNamePrefix>.tileLeftBorder */
.Custom_wsdyn_SMSText.tileLeftBorder {
    /*Color for left border rendered on the tile when drawn on canvas*/ border-left-color: #0072c6;
}

View Code

 

3, create a plug-in (based on creation of plug-msdyncrm_CustomChannelActivity) call interface, and call msdyncrm_CustomChannelActivityCreateInteraction update the status in the interface, making the Customer Journey to capture the state of the Trigger update

 

4, you can use custom channels magnet in the Customer Journey