Dynamics 365 Marketing自定義渠道的步驟

Dynamics 365 Marketing 建立自定義渠道：大家知道，微軟官方檔案，也有很具體的介紹，但是大家發現按照微軟的官方介紹，少不了跳坑，這裡給大家整理分享一些。

微軟官方介紹：https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-create-custom-channels

1.建立2個實體：渠道【new_flashinfosmschannel】、訊息模板(設定表單)
注意：如果想用標準訊息模板，可以不用建立訊息模板

標準訊息模板效果：

2.匯出解決方案，往XML增加一個關係【EntityRelationship】
https://learn.microsoft.com/zh-cn/dynamics365/marketing/real-time-marketing-define-custom-channel-instance

注意：匯出的解決方案，需要包含實體【msdyn_channelinstance】

範例：

 <EntityRelationship Name="msdyn_ChannelInstance_extendedentityid_new_flashinfosmschannel">
    <EntityRelationshipType>OneToMany</EntityRelationshipType>
    <IsCustomizable>0</IsCustomizable>
    <IntroducedVersion>1.0.0.0</IntroducedVersion>
    <IsHierarchical>0</IsHierarchical>
    <ReferencingEntityName>msdyn_ChannelInstance</ReferencingEntityName>
    <ReferencedEntityName>new_flashinfosmschannel</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_new_flashinfosmschannel</NavigationPropertyName>
        <RelationshipRoleType>1</RelationshipRoleType>
      </EntityRelationshipRole>
      <EntityRelationshipRole>
        <NavigationPropertyName>msdyn_ChannelInstance_extendedentityid_new_flashinfosmschannel</NavigationPropertyName>
        <RelationshipRoleType>0</RelationshipRoleType>
      </EntityRelationshipRole>
    </EntityRelationshipRoles>
  </EntityRelationship>

3.寫外掛程式碼&註冊上去&在CRM建立customer api，比如建立的new_flashinfosms_customapi

4.在程式碼建立自定義渠道，下面的程式碼，可以用控制檯執行，當然大家要先獲取組織服務。

/// <summary>
        /// 渠道定義
        /// </summary>
        /// <param name="service"></param>
        /// <returns></returns>
        public static Guid Insert_msdyn_channeldefinitions(IOrganizationService service)
        {
            Entity entity = new Entity("msdyn_channeldefinition");
            entity.Id = Guid.NewGuid();// 
            entity["msdyn_name"] = "Flashinfo SMS Channel";
            entity["msdyn_displayname"] = "Flashinfo SMS Channel";
            entity["msdyn_description"] = "Flashinfo SMS Channel";
            entity["msdyn_channeltype"] = "Custom";
            entity["msdyn_outboundendpointurltemplate"] = "/new_flashinfosms_customapi";
            entity["msdyn_hasinbound"] = false;
            entity["msdyn_hasdeliveryreceipt"] = true;
            entity["msdyn_supportsaccount"] = false;
            entity["msdyn_channeldefinitionexternalentity"] = "new_flashinfosmschannel";
            entity["msdyn_channeldefinitionexternalformid"] = "2054e3cb-e2fb-4d0a-bdde-cc51982da65d";   //必須小寫，是實體new_flashinfosmschannel的主表單ID
            entity["msdyn_messageformid"] = "9af480f8-a1b8-422a-9e4e-62d95a952ccf";  //可以為null，代表使用標準模板效果
          
            var id = service.Create(entity);
            return id; 
        }
        /// <summary>
        /// 訊息定義
        /// </summary>
        /// <param name="service"></param>
        /// <param name="cid"></param>
        public static void Insert_msdyn_channelmessageparts(IOrganizationService service, Guid cid)
        {
            Entity entity = new Entity("msdyn_channelmessagepart");
            entity.Id = Guid.NewGuid();// 
            entity["msdyn_name"] = "text";// 訊息部分的名稱
            entity["msdyn_displayname"] = "text";// 顯示名稱
            entity["msdyn_description"] = "text";// 說明
            entity["msdyn_channeldefinitionid"] = new EntityReference("msdyn_channeldefinition", cid);// 渠道定義 ID
            entity["msdyn_type"] = new OptionSetValue(192350000);// 渠道型別
            entity["msdyn_isrequired"] = true;// 指示是否需要此部分
            entity["msdyn_maxlength"] = 1000;// 部分的最大長度
            var id = service.Create(entity);
        }

呼叫：

               var id = Insert_msdyn_channeldefinitions(adminService);
               Insert_msdyn_channelmessageparts(adminService, id);

5.在自定義渠道，就能看到新增的渠道