web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to view contact in...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to view contact interactions in realtime marketing

(0) ShareShare
ReportReport
Posted on by Anna Nilsson 11

Hi!

I just read this interesting blog post    But is there any other way to see contact interactions (email, form, website interactions etc) in realtime marketing then creating reports? We want to be able to see single contacts whole timeline of behaviour and interactions in the same way as in the insight view of contacts in Outbound marking today. Does anyone know if this is possible or how you can reach the same data in a similar way in realtime? 

Thanks!

/Anna

I have the same question (0)
  • Nikhil_Pareek Profile Picture
    Nikhil_Pareek 10 on at

    Hi Anna,

    For Real-time marketing, you can check the analytics and Interactions data by following methods-

    • If you are working with a Journey, do check the analytics by clicking on the step where you send an email, that will open an Analytics tab on the right pane.
    • To check the performance of your email, you can directly go to the email you crafted and made ready to send and once it's through with the Journeys, you'll be able to see the Delivery Analysis and Interactions there.
    • You can also check the performances of the links, campaign success, bounce rates and many more by using Analytics tab in Realtime Marketing area on the navigation pane.
    • individually, you can check for a particular contact. In the timeline, you can find all the mails delivered, opened and similar data available.

    Hope it helps your case.

    Thanks!

    Nik.

  • Leco Lv Profile Picture
    Leco Lv on at

    Hi partner,

    How about this idea? "Visualizing views in Dynamics 365 with Power BI".

    Just click the Visualize This View button and let Power BI automatically create a report based on the exact data you're looking at.

    please check the following. 

    powerbi.microsoft.com/.../

    learn.microsoft.com/.../dynamics-quick-create-report

    pastedimage1674180659721v2.png

  • Suggested answer
    MiltosV Profile Picture
    MiltosV Moderator on at

    Hi Anna,

    You may include RTM interactions in the default Contact timeline following this guide.

    learn.microsoft.com/.../timeline

    As for the rest Insights, there is work in progress to display Contact Insights in RTM within Q2 2023.

  • Leco Lv Profile Picture
    Leco Lv on at

    Hi partner，

    Any progress?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans