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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How retrieve all conta...
Customer experience | Sales, Customer Insights,...
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How retrieve all contacts with insights?

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Posted on by Fedorov 338

Hello,

I'm relatively new to the Marketing platform that one of our clients has recently started using.

Now, a task has arisen, where I need to find all contacts that have "Insights" on them. As I have understood it, all of these contacts have been created because they have visited and responded to some marketing form.

I would like to do this retrieval by using C# late bound classes preferably, or by calling the webapi if necessary.

So far I've found an attribute on the contact entity called "msdyncrm_insights_placeholder" but it seems to be empty on all contacts even though there should be about 77 contacts that have "insights" data. So maybe I'm just looking in the wrong place.

So, if anyone knows how to get this data any hints would be appreciated.

  • Fedorov Profile Picture
    Fedorov 338 on at
    RE: How retrieve all contacts with insights?

    Aha, thank you!

    I've seen this functionality but hadn't realized/understood exactly how it was supposed to be used. This could probably help me a lot!

  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: How retrieve all contacts with insights?

    Hi,

    The insights of Contact in Marketing is used to record the interactions of contacts with your marketing initiatives. The interactions are stored in a different way to other data.

    So it is recommended to retrieve them by interaction category.

    For example, contacts opened a certain email.

     pastedimage1617950454651v1.png

    You can create a segment with a behavior block.

     pastedimage1617950459228v2.png

    Please refer the following documentation to know more about it.

    Create segments based on interactions (Dynamics 365 Marketing) | Microsoft Docs

     

    And here is the documentation about how to retrieve interactions by code.

    Retrieve interactions for a contact using code (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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