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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marketing insight api ...
Customer experience | Sales, Customer Insights,...
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Marketing insight api data for plugin

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Posted on by Community Member

I'm looking at a lead who has been created in the crm via a capturing form.
I can see on the leads insight page which page address the lead came from.

So how do I get hold of the field data on the insight page if I wanted to create plugin.
I can't find any insight data when looking at: "[Organization URI]/api/data/v9.1/leads"

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  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Partner,

    Insights data is stored in marketing-insights service database, we cannot access them like CDS data using Web API.

    For Contact, we can use the msdyncrm_LoadInteractionsPublic action to programmatically retrieve interactions for a contact.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/retrieve-interactions-contact

    For other entities: Lead, Marketing Email or Customer Journey etc, the way is to call msdyncrm_ListWidgetData request, because such request will be sent out when insights data get loaded.

    Therefore, you can run the request with OrganizationRequest in your plugin to get insights data of lead.

    (However, we should note that it is not supported way compared with the msdyncrm_LoadInteractionsPublic.)

    5811.w1.JPG

    Please refer to the following article for how to programmatically access data from Dynamics Marketing Insights:

    https://pkoval.com/2019/08/25/programmatically-accessing-data-from-dynamics-marketing-insights/

    Regards,

    Clofly

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