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  • 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>
    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

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  • 原文地址:https://www.cnblogs.com/liaochifei/p/12090333.html
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