Define an extended configuration entity for a channel instance

A Custom instance is the representation of a provider in Dynamics 365 Sales. When you create the channel, you need to configure a sender—for example, the sender of a text message. Each instance of a channel—that is, the entity Channel Instance—represents a single sender.

For each channel solution, you need to:

1. Create a custom table to represent the extended configuration of the Channel Instance table (msdyn_channelinstance) defined in the base solution.

   The name of the table is assigned to the attribute msdyn_channeldefinitionexternalentity at the channel definition step.

2. Create and edit One-to-many or Many-to-one table relationships to the base Channel Instance table in the msdyn_extendedentityid attribute.

   This attribute is a polymorphic lookup. Here's an example of the relationship in XML:

   <EntityRelationship Name="msdyn_ChannelInstance_extendedentityid_cr65f_samplechannelinstance">
       <EntityRelationshipType>OneToMany</EntityRelationshipType>
       <IsCustomizable>0</IsCustomizable>
       <IntroducedVersion>1.0.0.0</IntroducedVersion>
       <IsHierarchical>0</IsHierarchical>
       <ReferencingEntityName>msdyn_ChannelInstance</ReferencingEntityName>
       <ReferencedEntityName>cr65f_samplechannelinstance</ReferencedEntityName>
       <CascadeAssign>NoCascade</CascadeAssign>
       <CascadeDelete>RemoveLink</CascadeDelete>
       <CascadeReparent>NoCascade</CascadeReparent>
       <CascadeShare>NoCascade</CascadeShare>
       <CascadeUnshare>NoCascade</CascadeUnshare>
       <CascadeRollupView>NoCascade</CascadeRollupView>
       <IsValidForAdvancedFind>1</IsValidForAdvancedFind>
       <ReferencingAttributeName>msdyn_extendedentityId</ReferencingAttributeName>
       <RelationshipDescription>
         <Descriptions>
           <Description description="" languagecode="1033" />
         </Descriptions>
       </RelationshipDescription>
       <EntityRelationshipRoles>
         <EntityRelationshipRole>
           <NavPaneDisplayOption>UseCollectionName</NavPaneDisplayOption>
           <NavPaneArea>Details</NavPaneArea>
           <NavPaneOrder>10000</NavPaneOrder>
           <NavigationPropertyName>msdyn_extendedentityid_cr65f_samplechannelinstance</NavigationPropertyName>
           <RelationshipRoleType>1</RelationshipRoleType>
         </EntityRelationshipRole>
         <EntityRelationshipRole>
           <NavigationPropertyName>msdyn_ChannelInstance_extendedentityid_cr65f_samplechannelinstance</NavigationPropertyName>
           <RelationshipRoleType>0</RelationshipRoleType>
         </EntityRelationshipRole>
       </EntityRelationshipRoles>
     </EntityRelationship>
   

3. Create a form to expose the configuration fields.

   The form is loaded in the Sales setup wizard. The form ID is assigned to the attribute msdyn_channeldefinitionexternalformid at the channel definition step.

   

Next steps

Define an extended configuration entity for a channel instance account