Step 1: Create required entities and forms for a custom channel in outbound marketing

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.

You might want to create custom entities and forms to store and display information about your custom channel. You might also want to build a configuration page to help users connect to an external service that your custom channel interacts with. Finally, you could build some dashboards to display some analytics information.

More information:

Note

You can view all the entities and their properties, attributes, and relationships by using the Entity Metadata Browser tool. More information: Dynamics 365 Customer Insights - Journeys entity reference