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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Compare and view insig...
Customer experience | Sales, Customer Insights,...
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Compare and view insights data in reports

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Posted on by Anna Nilsson 11

Hi!

We want to compare the insights data from different e-mails in some kind of report, to get a better view of how our e-mail marketing performs. How can we do this and view our insight data the easyest way?

Since it's not possible to view insights data in views we can't use the new PowerBI integration, that would be great othervise, https://learn.microsoft.com/sv-se/power-bi/create-reports/dynamics-quick-create-report

Does anyone have a good solution on this?

Thanks in advance!

/Anna

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Anna,

    Microsoft provides a gallery with links to downloads and details for each Microsoft Power BI template and sample report that's currently available for Dynamics 365 Marketing. 

    You can refer to the following documentation, this marketing analytics report provides insights into your email marketing and related activities.

    --Download the template, and use the standard features of the Power BI Desktop to explore the data sources and analytical displays, and customize them to meet your own organization's requirements.

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

    It explains how to connect a downloaded template to your Dynamics 365 Marketing instance:

    https://learn.microsoft.com/en-us/dynamics365/marketing/marketing-analytics/analytics-gallery-start#connect-a-power-bi-template-to-your-dynamics-365-marketing-instance  

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