Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Customer Journeys - Total Overview on Contacts & Accounts

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

Hello,

can anyone tell me how a total overview of/all customer journeys can be shown on both the account & contact entity?

It would be really useful to have such an overview on each account & contact record. However, I currently don't find how to do this.

Who can help me/has more info upon how to set this up?

Many thanks for your support upfront.

Kind Regards,

Charlotte

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Customer Journeys - Total Overview on Contacts & Accounts

    Hi Charlotte,

    It cannot be achieved unfortunately.

    If you’d like to show a list of all the customer journeys a contact has been involved in, the most appropriate way would be to display the sub-grid in the Contact form or to generate a report.

    However, there is only an N: 1 relationship between Contact entity and Customer Journey entity, which describes the source journey of the contact. In other word, if a Contact is created during a Customer Journey, the journey is the source journey of the contact.

     pastedimage1627955492868v1.png

    And information that merely participates in a journey is stored in the marketing insights database as interaction records.

     

    You can retrieve these records with code, please refer to:

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

     

    Or try to retrieve them with Power BI:

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

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,979 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,848 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans