Dynamics 365 marketing中添加自定义渠道磁贴

Posted 2021-03-20 随乄风

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"?>
<!-- file name should only contain alpha-numeric characters and underscore -->
<!-- format: <fileNamePrefix>CustomerJourneyDesignerTileConfig.xml> -->
<LibraryTile>
  <!-- mandatory -->
  <!-- icon: CSS class defining your tile icon-->
  <!-- fontFamily: CSS class defining font-family for your icon--> 
  <!-- cssFileName: your CSS file name in CRM-->
  <Definition icon="wsdyn_SMSTextTile" fontFamily="wsdyn_SMSTextSymbolFont" cssFileName="wsdyn_SMSTextCustomerJourneyDesignerTileConfig.css" />
  <!-- mandatory -->
  <ChannelProperties>
    <!-- mandatory -->
    <EntityType>wsdyn_smstext</EntityType>
    <EntitySetName>wsdyn_smstext</EntitySetName>
    <TitleFieldName>subject</TitleFieldName>
    <ComplianceField>wsdyn_donetsmstext</ComplianceField>
    <!-- optional -->
    <!-- Lookup view id for your entity-->
    <LookupViewId>6AC84005-DB4A-47B0-B8F8-1E3824FA15A4</LookupViewId>
    <!--Insights form id for your entity -->
    <InsightsMainFormId>A59C997D-45CF-47FE-BB8D-F8D169617747</InsightsMainFormId>
    <!--Quick view form id for your entity -->
    <QuickViewFormId>A59C997D-45CF-47FE-BB8D-F8D169617747</QuickViewFormId>
  </ChannelProperties>
  <!-- optional -->
  <ResponseTypes>
    <ResponseType id="sent">
      <Labels>
        <!-- Labels should always have a Label for 1033 -->
        <Label locId="1033">Sent</Label>
      </Labels>
    </ResponseType>
    <ResponseType id="delivered">
      <Labels>
        <!-- Labels should always have a Label for 1033 -->
        <Label locId="1033">Delivered</Label>
      </Labels>
    </ResponseType>
    <ResponseType id="keyword" custom="True">
      <!-- there should be only one response type with attribute custom=true -->
      <Labels>
        <!-- Labels should always have a Label for 1033 -->
        <Label locId="1033">Keyword match</Label>
      </Labels>
    </ResponseType>
  </ResponseTypes>
  <!-- mandatory -->
  <Labels>
    <!-- Labels should always have a Label for 1033 -->
    <Label locId="1033">SMS Text</Label>
    <Label locId="2052">短信</Label>
  </Labels>
  <!-- mandatory -->
  <Tooltips>
    <!-- Tooltips should always have a tooltip for 1033 -->
    <!-- mandatory -->
    <Tooltip locId="1033">Create a SMS Text Message</Tooltip>
    <Tooltip locId="2052">创建短信记录</Tooltip>
    <!-- optional -->
  </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: \'<config xml file name generated by CRM>\' */ font-family: \'wsdyn_SMSTextCustomerJourneyDesignerTileConfig\';
    src: url(\'data:font/opentype;base64, <fontInBase64String=>\') format(\'woff\');
}

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

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

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

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

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

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

/* format: .Custom_<fileNamePrefix>.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