Dynamics 365 marketing中添加自定义渠道磁贴

Dynamics 365 marketing中默认的渠道只有Marketing Email和Marketing Activity，想要添加其他渠道必须自定义磁贴，自定义磁贴的步骤如下：

1、创建实体

 

 我创建了短信模板和短信消息实体

 

2、创建磁贴

新建一个解决方案，往里面添加一个.css文件和一个.xml文件，定义磁贴相关的属性和样式

 

 

xml version="1.0" encoding="utf-8"?>


<LibraryTile>
  
  
   
  
  <Definition icon="wsdyn_SMSTextTile" fontFamily="wsdyn_SMSTextSymbolFont" cssFileName="wsdyn_SMSTextCustomerJourneyDesignerTileConfig.css" />
  
  <ChannelProperties>
    
    <EntityType>wsdyn_smstextEntityType>
    <EntitySetName>wsdyn_smstextEntitySetName>
    <TitleFieldName>subjectTitleFieldName>
    <ComplianceField>wsdyn_donetsmstextComplianceField>
    
    
    <LookupViewId>6AC84005-DB4A-47B0-B8F8-1E3824FA15A4LookupViewId>
    
    <InsightsMainFormId>A59C997D-45CF-47FE-BB8D-F8D169617747InsightsMainFormId>
    
    <QuickViewFormId>A59C997D-45CF-47FE-BB8D-F8D169617747QuickViewFormId>
  ChannelProperties>
  
  <ResponseTypes>
    <ResponseType id="sent">
      <Labels>
        
        <Label locId="1033">SentLabel>
      Labels>
    ResponseType>
    <ResponseType id="delivered">
      <Labels>
        
        <Label locId="1033">DeliveredLabel>
      Labels>
    ResponseType>
    <ResponseType id="keyword" custom="True">
      
      <Labels>
        
        <Label locId="1033">Keyword matchLabel>
      Labels>
    ResponseType>
  ResponseTypes>
  
  <Labels>
    
    <Label locId="1033">SMS TextLabel>
    <Label locId="2052">短信Label>
  Labels>
  
  <Tooltips>
    
    
    <Tooltip locId="1033">Create a SMS Text MessageTooltip>
    <Tooltip locId="2052">创建短信记录Tooltip>
    
  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: '' */ font-family: 'wsdyn_SMSTextCustomerJourneyDesignerTileConfig';
    src: url('data:font/opentype;base64, ') format('woff');
}

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

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

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

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

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

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

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

View Code

 

3、创建插件（基于msdyncrm_CustomChannelActivity的创建插件）调用接口，并在接口中调用msdyncrm_CustomChannelActivityCreateInteraction更新状态，使得Customer Journey的Trigger能捕获到状态的更新

 

4、可以在Customer Journey中使用自定义渠道磁铁了