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Dynamics 365 Marketing自定义渠道的步骤 - 溜溜球_小钢wan
source link: https://www.cnblogs.com/parkerchen/p/17678334.html
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Dynamics 365 Marketing自定义渠道的步骤
Dynamics 365 Marketing 创建自定义渠道：大家知道，微软官方文档，也有很具体的介绍，但是大家发现按照微软的官方介绍，少不了跳坑，这里给大家整理分享一些。
1.创建2个实体：渠道【new_flashinfosmschannel】、消息模板(配置窗体)
注意：如果想用标准消息模板，可以不用创建消息模板
标准消息模板效果：
2.导出解决方案，往XML增加一个关系【EntityRelationship】
https://learn.microsoft.com/zh-cn/dynamics365/marketing/real-time-marketing-define-custom-channel-instance
注意：导出的解决方案，需要包含实体【msdyn_channelinstance】
<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.写插件代码&注册上去&在CRM创建customer api，比如创建的new_flashinfosms_customapi
4.在代码创建自定义渠道，下面的代码，可以用控制台运行，当然大家要先获取组织服务。
/// <summary>
/// 渠道定义
/// </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"; //必须小写，是实体new_flashinfosmschannel的主窗体ID
entity["msdyn_messageformid"] = "9af480f8-a1b8-422a-9e4e-62d95a952ccf"; //可以为null，代表使用标准模板效果
var id = service.Create(entity);
return id;
}
/// <summary>
/// 消息定义
/// </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";// 消息部分的名称
entity["msdyn_displayname"] = "text";// 显示名称
entity["msdyn_description"] = "text";// 说明
entity["msdyn_channeldefinitionid"] = new EntityReference("msdyn_channeldefinition", cid);// 渠道定义 ID
entity["msdyn_type"] = new OptionSetValue(192350000);// 渠道类型
entity["msdyn_isrequired"] = true;// 指示是否需要此部分
entity["msdyn_maxlength"] = 1000;// 部分的最大长度
var id = service.Create(entity);
}
var id = Insert_msdyn_channeldefinitions(adminService);
Insert_msdyn_channelmessageparts(adminService, id);
5.在自定义渠道，就能看到新增的渠道
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