Dynamics 365 marketing中添加自定义渠道磁贴

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>

@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;

}

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