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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?
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
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:
Also, in marketing page form, the related journeys can be found when stopping the page.
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:
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Related entities viewer
Customer journey name: 09-01 Separate entities
Related marketing pages
Related marketing emails
You can replace the id variable of my sample code with any of one your own customer journey id to test.
Regards,
Clofly
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