Define an extended configuration entity for the channel instance

Applicable channels: SMS, custom

A channel instance is the representation of a custom channel in Dynamics 365 Customer Insights - Journeys. When you create a custom channel, you need to configure a sender—for example, the sender of a WhatsApp message. Each instance of a custom channel—that is, the entity Channel Instance—represents a single sender.

Important

To allow Customer Insights - Journeys to access the extended configuration entity during submission, you need to add Read privileges for the extended configuration entity to the "Cxp Channel Definitions Services User" role.

For each custom channel solution, you need to:

1. Create a custom entity to represent the extended configuration of the Channel Instance entity (msdyn_channelinstance) defined in the base solution.

   The name of the entity is assigned to the attribute msdyn_channeldefinitionexternalentity at the channel definition step.

2. Add a relationship to the base Channel Instance entity in the msdyn_extendedentityid attribute.\

   This attribute is a polymorphic lookup. Here's an example of the relationship in XML:

<EntityRelationship Name="msdyn_ChannelInstance_extendedentityid_cr65f_samplechannelinstance">
    <EntityRelationshipType>OneToMany</EntityRelationshipType>
    <IsCustomizable>0</IsCustomizable>
    <IntroducedVersion>1.0.0.0</IntroducedVersion>
    <IsHierarchical>0</IsHierarchical>
    <ReferencingEntityName>msdyn_ChannelInstance</ReferencingEntityName>
    <ReferencedEntityName>cr65f_samplechannelinstance</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_cr65f_samplechannelinstance</NavigationPropertyName>
        <RelationshipRoleType>1</RelationshipRoleType>
      </EntityRelationshipRole>
      <EntityRelationshipRole>
        <NavigationPropertyName>msdyn_ChannelInstance_extendedentityid_cr65f_samplechannelinstance</NavigationPropertyName>
        <RelationshipRoleType>0</RelationshipRoleType>
      </EntityRelationshipRole>
    </EntityRelationshipRoles>
  </EntityRelationship>

1. Create a form to expose the configuration fields.

   Tip

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   The form is loaded in the Customer Insights - Journeys SMS wizard. The form ID is assigned to the attribute msdyn_channeldefinitionexternalformid at the channel definition step.

   • SMS example:

     

   • Custom example (the form doesn't have to contain attributes like name or description since they come from Customer Insights - Journeys Custom controls):