Customize Dynamics 365 Customer Insights - Journeys
You can further extend the capabilities of Dynamics 365 Customer Insights - Journeys by customizing your environment.
Basic customizations
Model-driven apps in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Customer Insights - Journeys, and Dynamics 365 Project Service Automation) provide rich possibilities for customization without coding.
Customizers can add new fields to existing entities, add or hide fields in list or form views, design custom business processes and workflows, and much more—all while working in their web browser. Other types of customizations include installing custom solutions from Microsoft AppSource, such as a third-party SMS solution. The system also provides APIs that enable developers to write code that implements even more advanced custom functionality and third-party integration.
Important
Don't remove status-reason values used by go-live functionality. Entities that include go-live functionality provide a Status reason field that tracks the go-live status of each record. The field is an option set that must include the following values: Draft, Live, Stopped, "Live, editable", Error, Going live, nd "Stopping...". Be sure you don't delete any of these standard values. If you do, the entity won't be able to go live.
Warning
Don't include sensitive information in your customized schema and display names. Schema and display names for fields, entities, relations, attributes, and other elements are displayed in various interfaces throughout the application. They may also be referenced by other object definitions and get shared through various other channels. They may also appear in telemetry.
The techniques for customizing Dynamics 365 Customer Insights - Journeys are the same as those for customizing other model-driven apps in Dynamics 365. For complete details about how to customize model-driven apps in Dynamics 365, see the Power Apps documentation and available Learn modules.
For more information, see Customizing Dynamics 365 Customer Insights - Journeys.
Create a custom app that includes marketing solutions
Customizers and developers can create custom app modules that include any number of existing solutions, plus other custom elements, as needed. You can include Dynamics 365 Customer Insights - Journeys solutions in custom apps such as these, but the Marketing email test send entity won't be included automatically when you add the marketing solution. As a result, your custom app won't support test sends of marketing emails by default. If you'd like to include this feature in your custom app, then you must add the Marketing email test send entity manually to your app after you add the marketing solution.
For more information, see Design model-driven apps by using the app designer.
Advanced customization through coding
Advanced customization and integration with external systems is possible through code-based interactions with the system's various APIs. For details about writing code and developing for Dynamics 365 Customer Insights - Journeys and other model-driven apps in Dynamics 365, see the developer documentation for Power Apps.
Create and customize marketing calendars
The marketing calendar is supplied as a standard control that you can add to any entity or form. The following subsections explain how to customize the settings of any calendar, and how to add a calendar display to an entity or form.
There are two basic types of marketing calendars:
Entity-level calendars: Entity-level calendars appear when you first open an entity from the main navigator, such as events, customer journeys, or the main marketing calendar. They appear where you'd normally see a list view, and when present, you can switch between the calendar view and list view. Here you'll see relevant records plotted on the calendar according to their scheduled dates, and you can open any listed record from here. This type of calendar can show several types of entities and provides a system view selector for filtering the records shown.
Form-level calendars: Form-level calendars appear while you are viewing a specific record, such as a specific event. They are integrated into the form view. These might appear in their own tab on the form, or as a section on a tab with other sections of settings also available. This type of calendar can only show and create records of one type of entity and they don't provide a system-view selector. They are often configured to show information that is related to the specific record where they appear.
Other than the differences noted here, both types of calendars look the same and work in similar ways. To add a marketing calendar to an entity or a form, see Create and customize marketing calendars.
Create and customize template labels
The template labeling feature enables users to add any of several available labels to list and tile displays of templates for emails, pages, forms, and segments. You'll establish these options by creating option-set fields and values for each relevant entity (these can be local or global option sets), and by configuring each entity to identify the option-set field to use for the labels.
For more information, see Create and customize template labels.
Customize the email designer
The latest email editor improves the design process by providing more screen real estate for the design canvas. You can further tailor the email designer to suit your needs by implementing your own customizations.
For more information, see Customize the email designer.
Customize the journey designer
Customization of your customer journeys is available in Dynamics 365 Customer Insights - Journeys. Not only can you use out-of-the-box Customer Insights - Journeys capabilities to engage customers, but you can also now create personalized, flexible, and efficient solutions through Power Apps to better tailor Customer Insights - Journeys to meet your specific business needs.
For more information, see Customize the journey designer.