Create a custom channel for customer journeys 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.
Creating a custom channel for customer journeys involves using the extensibility infrastructure provided for model-driven apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Customer Insights - Journeys, and Dynamics 365 Project Service Automation). These include custom entities, workflows, plugins, and web resources that allow developers and partners to use their existing knowledge of Microsoft Dataverse. For detailed information about these concepts, see Microsoft Dataverse Developer Guide.
Creating a custom channel for customer journeys broadly involves the following steps:
Step 1: Create required entities and forms
Step 2: Configure the custom channel tile
Step 3: Create a workflow or plug-in to implement your custom logic