Journey - Custom Trigger - Call Power Automate

#journey, #powerauotmate, #customtrigger

Ciao Friends,

Back again after being excited by Customer Insight and especially, Journey functionality.

In a recent proof-of-concept (PoC) session for my client, I showcased the D365 Customer Insight Journey. During this session, I demonstrated a scenario where a lead is created when an anonymous user submits a form on the client's Loan Program webpage.

My journey is below, in that I used the OOB action "Created a Lead" and noticed that the system just supported 02 OOB actions: "Create a Lead" and "Create an Opportunity".

Journey - Trigger Contact us from submitted - Create Lead action

02 OOB Actions in the Journey.

2 OOB Actions - Create Lead & Create Opportunity

I wondering, How I can create a record for any custom entity based on this trigger... 🤔

🚀 💡Process my question

Scenario: When an anonymous user submits the "Contact Us" form on the website, a Loan Request record should be created instead of a Lead record, as outlined in the above journey.

1. Using Components

To demonstrate this scenario, I used Custom Trigger and Power Automate.

Steps:
1. Create a Custom Trigger in the D365 Customer Insight - Journey
2. Create a Power Automate was triggered by the Custom Trigger to run the action.
3. Create & configure a Journey: Use the Custom Trigger to trigger the Power Automate

1.1 Create   Custom Trigger in the D365 Customer Insight - Journey

My custom trigger

 Custom Trigger - "New Contact Us Submitted"

For more details about Custom Trigger in D365 Customer Insight -Journey, you can refer to this link: Create custom triggers in Customer Insights - Journeys

I also created a new page for the Loan Program and Contact Us form on this page as below.

Landing Page for quick demo

1.2 Create Power Automate

Use Custom Action "When an action is performed", and then fill in the required fields as follows:

• Set Catalog to "Cxp"

• Set Category to "Custom"

• Set Table name to "(none)"

• Set the Action name to the name of the custom trigger you activated in your customer journey. In my scenario, Action Name = "New Contact Us Submitted"

1-Add step "When an action is performed"

You can find the details at this link: Trigger Power Automate flows from journeys

1.3 Create and Configure Journey: Using the "Activate a Custom Trigger" step

Create Journey and using "Activate a Custom Trigger" step

For my scenarios, I create a Journey for Loyalty Member: These members will receive a pre-approved loan email.

• If the client opens an email and clicks on the email's link, the system will create a Task activity and assign it to the Member owner.

• If the client opens the landing page and submits the "Contact Us" form (use: Activate a Custom Trigger) - the system will be triggered and run the Power Automate (in the above picture) to create a Loan record

🚀 Checking now...

Checking my testing videos

Thank you & regards, [NTD]yns.asia