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
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.
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:
Or try to retrieve them with Power BI:
Prepare for analytic reporting with Power BI (Dynamics 365 Marketing) | Microsoft Docs
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