How do you see activity from Marketing in CRM Contact/Lead Record?

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Posted on by Mongstone

I have leads and contacts visiting our website, filling out 365 Marketing forms and being sent emails from 365 Marketing. How do I allow my sales team to see that activity on the lead/contact record?

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cloflyMao 25,210 on at

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Hi Mongstone,

Unlike Dynamics entity records, these activities are saved in Insights data service,

if you want to see marketing form submission activities and visit activities, you can find them in Marketing form > Insights:

submission

visit

if you want to see marketing email delivery activities, you can find it in Customer Journey(which you use it to send marketing email) > a marketing email tile > view details

then you can see all marketing email activities during a specific customer journey.

Obviously, you can also view from the perspective of contact or lead.

You can find all entities which are supported to marketing activities here.

So please assign necessary privileges on those entities: marketing email, marketing form, customer journey, contact and lead for your sales team.

To analyse these activities, you can connect marketing application to Power BI or export them as csv file with new feature in 2020 wave 1 release.

Regards,

Clofly

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cloflyMao 25,210 on at

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Hi Mongstone,

Please kindly point out that whether I understand your requirement correctly.

Regards,

Clofly

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Aga M on at

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Hi Mongstone,

Thank you for reaching out.

Answering to your question, please select [Email a link] at the top navigation for a given contact/lead (as shown in the screenshot below).
It will generate a link to a contact/lead form and if your sales team colleagues have access to "customer insights" (to msdyncrm_customerinsightsinfo entity) - they should be able to access insights of a given contact/lead.

Best Regards,
Aga

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Mongstone 45 on at

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That view is from 365 Marketing, not 365 Sales. The sales people are not working in the marketing system.

This is the contact view from 365 Sales.

This is what is on the Insights tab:

Should I know instruct my sales team to work from the Sales Hub instead of Sales?

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Verified answer

cloflyMao 25,210 on at

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Hi Mongstone,

Yes, you should instruct them work in Sales Hub(UCI) instead of Sales.(Legacy web client)

Because many components in UCI, includes widget for insights data are built with modern technology.(and marketing email designer, marketing form designer etc.)

In the end of this year, everything will be transited to UCI.

docs.microsoft.com/.../important-changes-coming

Regards,

Clofly

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cloflyMao 25,210 on at

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Hi Mongstone,

Please kindly let me know whether your problem could be solved.

I'll reply you in time and give thought as far as I could if you still had any question on same topic.

If you had found any answer helped, please kindly mark as verified to close the thread, thanks.

Regards,

Clofly

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