CRUD operations on outbound marketing customer journey using code

Note

Dynamics 365 Marketing and Dynamics 365 Customer Insights are now Customer Insights - Journeys and Customer Insights - Data. For more information, see Dynamics 365 Customer Insights FAQs

New Customer Insights - Journeys customers receive real-time journeys features only. For more information, see Default real-time journeys installation.

Important

This article only applies to outbound marketing.

The customer journey SDK sample is a .NET managed-code sample that shows how to use the customer journey APIs. The sample focuses on using the customer journey SDK from a .NET console application. The customer journey SDK can be used from plug-in code.

Download the sample: customer journey SDK

When you extract the .zip file, you find three projects in it:

• Microsoft.Dynamics.Marketing.SDK, which defines the basic reusable functionality that simplifies accessing customer journey APIs. It contains:
  • Organized constants simplifying the reference to metadata elements like entities and option sets.
  • A builder to simplify the construction of customer journey designs (programmatic equivalent to the customer journey designer).
  • Encapsulation of data contracts (requests and responses) for most of the important marketing operations like checking for customer journey errors.
• Microsoft.Dynamics.Marketing.SDK.Tests, which contains unit tests that ensure the quality of Microsoft.Dynamics.Marketing.SDK.
• Microsoft.Dynamics.Marketing.Samples, which is an executable program that is used to execute the actual samples. It contains code for:
  • Creating a customer journey from an existing template record.
  • Creating a sample customer journey with a segment and email.
  • Validating and publishing the existing customer journey record.
  • Creating custom channel activity interaction from customer journey custom channel activity record.

Note

You need to have access to Microsoft Dynamics 365 Marketing instance. More information: Install Dynamics 365 Marketing.

How to run the sample

1. Download and extract the sample.
2. Open Microsoft.Dynamics.Marketing.Samples.sln in Visual Studio.
3. Implement the GetConnectionString method in Program.cs. Look in the source code for instructions. This is required to sign in to a specific Dynamics 365 Marketing instance.
4. Select the sample that you want to run by using command-line parameters; for example, customerjourneycreate creates a sample customer journey with a segment and email. If you don’t specify a parameter, the usage screen is printed.
5. Press F5 to run the sample.

What this sample does

The customer journey SDK sample shows how to:

1. Query customer journey data.
2. Create a new customer journey from a customer journey template.
3. Create a new customer journey with a specific workflow design.
4. Validate an existing customer journey record for any errors.
5. Publish an existing customer journey record.
6. Creates custom channel activity interaction from customer journey custom channel activity record.

Examples

Microsoft.Dynamics.Marketing.SDK.dll uses the core SDK to process organization requests. The source code of this project can be embedded in the plug-in code and executed.

This example demonstrates how to invoke the Check for Errors command programmatically:

using Microsoft.Dynamics.Marketing.SDK; 
using Microsoft.Dynamics.Marketing.SDK.CustomerJourney.Validation; 
using Microsoft.Dynamics.Marketing.SDK.Metadata.Entities; 
using Microsoft.Xrm.Sdk; 
using Microsoft.Xrm.Sdk.Query; 
using System; 
 
public class Snippet 
{ 
    public ValidationResponse CheckForErrors( 
            IOrganizationService organizationService,  
            Guid customerJourneyRecordId) 
    { 
        // Retrieve record 
        var customerJourneyRecord = organizationService.Retrieve(
            EntityLogicalNames.CustomerJourney,
            customerJourneyRecordId,
            new ColumnSet(true));
       
        // Call check for errors service 
        var validationRequest = ValidationRequest.FromCustomerJourneyEntity(customerJourneyRecord); 

        // Transform the organization response to strongly typed validation response 
        return organizationService.Execute(validationRequest.OrganizationRequest).ToValidationResponse(); 
    } 
} 

This example demonstrates how to create a customer journey workflow programmatically:

using Microsoft.Dynamics.Marketing.SDK.CustomerJourney.Workflow; 
using System; 
 
public class Snippet 
{ 
    public CustomerJourneyDesign CreateSimpleCustomerJourney() 
    { 
        var designBuilder = new CustomerJourneyDesignBuilder(); 
        var segmentActivityId = Guid.NewGuid().ToString(); 
        var emailActivityId = Guid.NewGuid().ToString(); 
        designBuilder.Root.With(
            new WorkflowActivityBuilder(ActivityType.Segment, segmentActivityId, "Sample Contacts") 
                .WithParentActivityId(designBuilder.Root.RootActivityId) 
                .WithHeaderItemProperty("SegmentMergeMethod", "Union") 
                .WithSubItem(new ItemBuilder(ActivityType.SegmentItem, "Sample Segment") 
                    .WithProperty("ContainmentMethod", "Inclusion") 
                    .WithProperty("SegmentSourceType", "Segment")), 
            new WorkflowActivityBuilder(ActivityType.Email, emailActivityId, "Sample Email") 
                .WithParentActivityId(segmentActivityId)); 
 
            return designBuilder.Build(); 
    } 
} 

This example demonstrate how to invoke Go Live programmatically:

using Microsoft.Dynamics.Marketing.SDK.Metadata.OptionSets; 
using Microsoft.Dynamics.Marketing.SDK.Wrappers; 
using Microsoft.Xrm.Sdk; 
using System; 

public class Snippet 
{ 
    public void PublishCustomerJourney(IOrganizationService organizationService, Guid customerJourneyId) 
    { 
        var customerJourney = new CustomerJourneyEntity(customerJourneyId) 
        { 
            StateCode = new OptionSetValue(CustomerJourneyStatusCode.GoingLive) 
        };
        organizationService.Update(customerJourney.Entity); 
    } 
}