Step 1: Create required entities and forms for a custom channel in outbound marketing

Note

Dynamics 365 Marketing and Dynamics 365 Customer Insights are now Customer Insights - Journeys and Customer Insights - Data. For more information, see Dynamics 365 Customer Insights FAQs

New Customer Insights - Journeys customers receive real-time journeys features only. For more information, see Default real-time journeys installation.

Important

This article only applies to outbound marketing, which will be removed from the product on June 30, 2025. To avoid interruptions, transition to real-time journeys before this date. More information: Transition overview

You might want to create custom entities and forms to store and display information about your custom channel. You might also want to build a configuration page to help users connect to an external service that your custom channel interacts with. Finally, you could build some dashboards to display some analytics information.

More information:

• Create or edit entities (record types)
• Create and design forms
• Create or edit dashboards

Note

You can view all the entities and their properties, attributes, and relationships by using the Entity Metadata Browser tool. More information: Dynamics 365 Customer Insights - Journeys entity reference

Step 2: Configure the tile for custom channel