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Customer experience | Sales, Customer Insights,...
Answered

Dataverse Corresponding Tables of Timeline and Insights data

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Posted on by 30

Does anyone know which corresponding dataverse tables the Timeline and Insights data resides?

Timeline card (under summary Tab) has the email, appointment, etc activities.

Insights has the interactions on email, event, marketing form interactions.

I'm curious on how they are stored backend as we want to do additional analysis using these data.

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  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey!

    The timeleine is not a table but a Control that pops up information from

    - ActivityPointerBase (the list of activities - emails, notes, calls - handled)
    - Each one of the previous tables, in order to get the details (Email, Annotation, PhoneCall tables)

    Insights are usually stored into a different set of tables (usually ending in "*-analytics".  This is documented on https://docs.microsoft.com/en-us/power-platform/admin/capacity-storage#what-are-tables-ending-in---analytics-in-my-capacity-report but I'm not sure if you can retrieve this data for processing.

    Regards

  • MiltonC Profile Picture
    30 on at

    Thanks and greatly appreciate your response.

    Using https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entities/activitypointer?view=op-9-1 as reference, is my understanding correct that ActivityPointer can be mapped/joined by the other activites (Email, PhoneCall, etc) by ActivityId?

  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at

    Hey.

    The link you've pasted is for OnPremise.  for Online, the documentation points to docs.microsoft.com/.../activitypointer   You'll see a field "ActivityTypeCode" which would point to the other entity (for example the ID of Email entity).

    Regards,

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