Customer experience | Sales, Customer Insights,...

CI Only Picking Up 1 Activity

(0) Share

Report

Posted on by MikeHamm

I have a customer insights profile for customers. I added a new entity for spending transactions.This entity has an ID field that is linked to an ID field in the customer profile (but not the CustomerID field).

I have Run the activities.

When I look up a Customer Profile, I see only 1 single transaction. The transactions are correctly linked to each of the Customer Profiles, however, each CP should show at least 5 or more transactions over time.

The relationships are correct, i.e. Many to 1 from the transaction source to CI based on the custom id field.

If I import the data into Power BI I can then create the link between the two tables and the data shows up correctly there (meaning each customer has multiple transactions).

Any suggestions on what could be happening here?

I have the same question (0)

All responses (8)

Answers (0)

MichelleD Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hello Mike, thanks for reaching out. Can you let me know if you see 5 transaction in the UnifiedActivity entity? You can check this by downloading the activities and searching. If the download is too big, please send me you instanceID and I will look into it and come back to you.

Was this reply helpful? Yes No
MikeHamm 80 on at

Like (0)

Report
Copy link

Link copied!

Hello Michelle,

Yes I can see the multiple activities per Customer in the UnifiedActivity download file.

[View:https://crm293620.sharepoint.com/:x:/s/CI/ESxZVWlr2adLvPYa1fUUXAYBpbp7Vk-zOvEytm7WVM6dXA?e=I3BRgX:161:130]

Mike

Tenant ID: 308085a9-1ee4-4ba6-abcd-5f7400da5bdd

Environment ID:5af356a5-de74-4ee5-9605-7ca617a46714

Was this reply helpful? Yes No
MichelleD Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

thanks Mike for the update and sharing. Will take a look and come back to you.

Was this reply helpful? Yes No
MichelleD Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Mike we believe we have found the issue. Can you reach out to us at CIhelp@microsoft.com so we can share more details to help you mitigate this.

Was this reply helpful? Yes No
MikeHamm 80 on at

Like (0)

Report
Copy link

Link copied!

Hi Michelle,

When I sent my email to cihlelp@microsoft.com it got rejected.

I think this is due to our corporate email server is based out of Europe. We have been seeing our US emails get bounced regularly.

Here is the bounce message. My direct email is mha mm ons @ h s o dot com (remove spaces).

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Mike,

It's difficult to say off the cuff what the issue could be.

I have experienced similar issues before and a combination of thorough data checks and re-configuring the activities have usually solved the problems.

Using Power BI, I would connect to your CI environment and pull in the Customer and UnifiedActivity entities. Once you have mapped these using the customerid field, I would then do some analysis to determine whether the missing activities are for certain customer profiles only or for all of them.

Aside from making sure your relationships are sound, I would also check your date time fields for your activities as well as the unique id for each activity record. These are important and sometimes they can influence what ultimately shows up in the profiles.

If you can afford to, remove the activities and relationships and then re-add them.

Hope this helps.

Halen

Was this reply helpful? Yes No
Suggested answer

MichelleD Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Glad we were able to resolve your issue Mike. Please reach out if you have further issues.

Was this reply helpful? Yes No
MichelleD Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Thanks Halen for your reply on this and your comments. This is indeed very helpful. We had a few deep dives with Mike and were able to resolve the issue.

Was this reply helpful? Yes No