By Aneela Arshad
Migrating Custom Triggers in Dynamics 365 Marketing
How Custom Triggers in Dynamics 365 Marketing Enhance Automation
Real-time marketing triggers in Dynamics 365 Marketing / Customer Insights – Journeys are powerful tools that automate marketing workflows. These triggers provide customers with personalized experiences instantly. You can set specific actions to activate in response to platform events, such as form submissions, email opens, or updates to record fields.
In Dynamics 365 Marketing/Customer Insights – Journeys, there are different types of triggers. These include custom triggers, interaction triggers, and business triggers.
Custom Triggers in Dynamics 365 Marketing: Enhancing Workflow Automation
Custom triggers in dynamics 365 marketing allow you to define actions that occur in response to various events within the marketing platform, such as form submissions, email opens, or updates to specific record fields. To use custom triggers in Power Automate, we perform an unbound action, which connects Power Automate with Journeys. This enables the sending of marketing emails through a journey, using data retrieved from Power Automate.
How to move Custom Trigger Between Environments?
We can migrate triggers to another environment and deploy the solution there. However, we may sometimes encounter an error with the “perform an unbound action“ when using a custom trigger directly in this action. If triggers in Customer Insights – Journeys are not properly migrated, our Power Automate flow may not work, causing the “perform an unbound action” to return an error. This prevents it from retrieving data from the custom trigger and stops any actions from being executed within the journeys.
To address this issue, we can modify our strategy by using a dynamic trigger name instead of a direct trigger name in the “perform an unbound action.”
To implement this, we need to create a custom bridge table where we store the name and value (GUID) of the custom trigger.
Navigate to the custom trigger in the Customer Insights – Journeys app, copy the trigger value, and paste it into the designated column in the bridge table.
In Power Automate, add a “List Rows” action and choose the custom bridge table we have created. Use the Filter Query field to enter the custom trigger name, which will retrieve details for that specific trigger.
Add another “List Rows” action and select the trigger table to retrieve the details of the trigger.
In the Perform an Unbound Action step, go to the Peek Code option and copy the code of the trigger.
In this code, we only need to focus on the highlighted section. Modify this part by adding the dynamic values that need to be passed from our Power Automate flow.
In the “Perform an Unbound Action” step, select Custom Value instead of directly choosing the action name. Then, pass the trigger value obtained from the previous action.
Now, under the “Parameter” section, paste the code copied from Peek Code, modify it, and add the dynamic values that need to be passed from Power Automate. This ensures the code is customized with the required parameters for the action.
By using these dynamic values, if any issue occurs in our custom triggers, we only need to update the value in the bridge table without making any changes in Power Automate.
Conclusion: Ensuring Seamless Migration of Custom Triggers in Dynamics 365 Marketing
By following this guide, you’ve successfully set up a dynamic trigger-based flow in Power Automate. This approach removes the need for manual intervention after deployment. It ensures a smooth and efficient migration of custom triggers across environments. You can now automate processes with ease and maintain consistency in your marketing workflows.
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