Skip to main content

Notifications

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

Combined Journey Dashboard

(0) ShareShare
ReportReport
Posted on by 202

I'm going to work on rephrasing my question. I realize that insights can be seen one each and every email, webpage and form that is linked to a journey. But what I would like to see is a dashboard for a journey that shows these separate entities and their results in one dashboard? One place. 

Does anyone know if there is one dashboard that shows comprehensive results without opening each separate entity? 

  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: Combined Journey Dashboard

    Hi Lori,

    did you look into PowerBI templates? (docs.microsoft.com/.../analytics-gallery-program)

    I'm not sure if that what you're looking for, but it may help to aggregate analytics (and these templates can be further customized based on your needs)

    Br

    Elena

  • Lori J Profile Picture
    Lori J 202 on at
    RE: Combined Journey Dashboard

    It does however I am thinking I can't get this to work as I am lacking in permissions. I will pass this on. Once again...Thank you!

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Combined Journey Dashboard

    Hi Lori,

    Could my answer help you?

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Combined Journey Dashboard

    Hi Lori,

    Could you tell me where we could find the linked journey when viewing insights of a marketing email or webpage?

    In a marketing email form, I know that we can find them when stopping a marketing email:

    2746.JPG

    Also, in marketing page form, the related journeys can be found when stopping the page.

    2021.JPG

    If above would be what you need:

    Those data are fetched by an action called msdyncrm_EntityDependenciesRetrieve, currently we are only able to get these data programmatically, then visualize them by ourselves.

    Following parameters are required to call the action:

    EntityId: the id of main entity, it could be a customer journey, a webpage or a marketing email.

    TargetEntityTypeFilter: the related entity name, if the property equals to msdyncrm_marketingemail, then it means retrieving all related marketing emails.

    In a word, you need to create a custom dashboard and insert a web resource to achieve your requirement.

    Here is a hardcoded sample that only queries a specific customer journey(09-01 Separate entities) record and its result:

    
    
        
        
        Title
        
        
        
        
    
    
    
    
        

    Related entities viewer

    Customer journey name: 09-01 Separate entities

    Related marketing pages
    Related marketing emails

    pastedimage1598936569755v3.png

    You can replace the id variable of my sample code with any of one your own customer journey id to test.

    Regards,

    Clofly

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…

Vahid Ghafarpour – Community Spotlight

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

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans