Create a custom channel for customer journey

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Creating a custom channel for customer journeys involves using the extensibility infrastructure in Dynamics 365 for Customer Engagement such as custom entities, workflows, plugins, and web resources, which allows developers and partners to leverage their existing knowledge of Customer Engagement. For detailed information about these concepts in Customer Engagement, see Developer Guide for Dynamics 365 for Customer Engagement.

Creating a custom channel for customer journeys broadly involves the following steps:

Step 1: Create required entities and forms

Step 2: Create a workflow or plug-in to implement your custom logic

Step 3: Configure the tile for custom channel

Step 4: Test your custom channel tile

See also

Publish custom channel on AppSource

Configure and use custom channel