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Suggested answer

Reports for marketing

Posted on by 202

I want to configure reports for Marketing emails. 

Listing

Opened emails and subjects

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Links inside emails clicked

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Listing Marketing Page visits

Marketing pages that were clicked. 

  • Gunter45 Profile Picture
    Gunter45 10 on at
    RE: Reports for marketing

    Usually we use different crm like trello to check all points and differences of advertising techniques.

  • MichaelBerck Profile Picture
    MichaelBerck 5 on at
    RE: Reports for marketing

    I study Marketing, and I often need to work with it and write about it some reports. In some cases, I use https://studymoose.com/advertising for writing tasks if I haven't enough time or the assignment is complicated. This resource has a lot of good examples. A lot of useful information I also can find here. To my mind, e-marketing is one best way of advertising as it covers a great majority of users, which is the main aim.

  • Suggested answer
    sbtron Profile Picture
    sbtron on at
    RE: Reports for marketing

    Hey Lori

    As Clofly suggested the only approach right now is to use PowerBI to get some of these reports. There will be a few additional built in reports available in 2021 Wave1.

    If there are specific reports that you would like to see in product then I suggest you submit an idea for them in the ideas forum -

    experience.dynamics.com/.../

    Thanks

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Reports for marketing

    Hi Lori,

    Currently insights data analytics can be only accomplished via Power BI, because they are stored in different database compared with other general entities.

    Prepare for analytic reporting with Power BI (Dynamics 365 Marketing) | Microsoft Docs

    A workaround is to create custom entities for insights data, export existing insights as excel via the button of insights widget, then import sheet data as records of the custom entities, however, I believe such method would be cumbersome. 

    There will be a simple built-in analytics dashboards available in 2021 wave 1 release.

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/marketing/dynamics365-marketing/improve-journey-effectiveness-new-set-built-analytics-dashboards-cross-journey-insights

  • Lori J Profile Picture
    Lori J 202 on at
    RE: Reports for marketing

    Sadly we connected to Power BI then  the boss got his first bill and pulled the plug. I need reports for marketing that are available in CRM and I cant seem to get connected to the correct data to get what I need. TY

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Reports for marketing

    Hi Lori,

    Take a look to "Email marketing analytics" template and see whether it could make sense for you.

    https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-analytics/analytics-gallery-email

    Marketing Page visits data can also be accessed within Power BI, you could modify the "Marketing form submission" template and replace its data source to marketing page visits.

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