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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Outbound data
Customer experience | Sales, Customer Insights,...
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Outbound data

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Posted on by KA-23081811-0 6
When outbound functionality goes away, will we still have access to the data - interaction, etc? 
  • Suggested answer
    MiltosV Profile Picture
    MiltosV on at
    Outbound data
    Hello,

    Yes, outbound marketing interaction data will remain available in the CI Journeys storage.

    For contacts and leads, the plan is to unify the insights and show both OBM and RTM data together in the coming months. Today, you can switch between the different tabs to view data from OBM and RTM.

    If you're migrating your outbound marketing emails to real-time journeys, you won't be able to view past outbound marketing email data after the migration date in the real-time journeys email insights. Outbound marketing emails are recreated as new ones in real-time journeys and retain their data history separately. However, all historical outbound marketing data remains in the Customer Insights - Journeys storage and is accessible through the following ways:
    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/custom-analytics
    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/fabric-integration
  • VaHiX Profile Picture
    VaHiX 3,604 on at
    Outbound data
    When outbound functionality is deprecated or removed from Dynamics 365, Microsoft typically provides guidance on how to retain access to your data.
    Before the functionality is removed, you can export your interaction data. Dynamics 365 allows you to export data to Excel or other formats, which can then be stored securely for future reference.
    P.S. Ensure that your data retention policies are aligned with your regulatory requirements. This might involve setting up automated processes to regularly back up your data.
     
  • erickedm Profile Picture
    erickedm 38 on at
    Outbound data
    To whoever that raised this.
     
    I'm replying as this is our concern too!
     
    In particular (not an extensive list):
     
    1. Do we get to see Outbound Insights per Contact? We need to keep our communication records for 7 years, per regulation.
    2. In Marketing Emails > Insights - do we get to view interaction history? We use this often to inform our decision on copy-writing style / button placement / subject line /send time etc.
    3. Outbound Journeys - we use this to work out what was sent in the past.

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