Customize the journey designer in Customer Insights - Journeys
Important
To build an approval process in real-time journeys, see Journey and email approval process in Customer Insights - Journeys
Customization of your customer journeys is now available in Dynamics 365 Customer Insights - Journeys. Not only can you use out-of-the-box Customer Insights - Journeys capabilities to engage customers, but you can also now create personalized, flexible, and efficient solutions through Power Apps to better tailor Customer Insights - Journeys to meet your specific business needs.
For example, you can extend the journey canvas, adding custom fields through Dataverse to streamline your business processes for higher efficiency. For example, you could add a custom "Campaign" field to your journeys to better manage your assets, collaborate with your team members, and give you more flexibility to create customized analytics reports.
Here's how you can achieve the above scenario by adding a campaign field in the new journey designer in Customer Insights - Journeys:
Go to Power Apps for the Customer Journeys - Insights environment and find the Journey table under Dataverse > Tables.
To access the new journey designer form, go to Data experiences > Forms.
Choose Main under Form type to get started.
You should see a form designer that looks like the new journey creation experience under the Design tab. Navigate to the Settings tab in the new journey form.
Important
The Settings tab may be hidden by default. To view hidden elements, enable the Show hidden switch at the bottom of the form designer.
Add the fields you want to show on the journey designer on the Settings tab. You can add sections to organize your fields. In this example, a section labeled Campaign is added to the form with a custom Campaign field.
Caution
Only sections and fields under Settings will show up in the Other Settings side pane in the journey designer. Other tabs added in the form designer aren't rendered in the journey designer.
The fields added on the Settings tab are visible in the Other Settings pane in the journey designer.
