Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Marketing insight api data for plugin

(0) ShareShare
ReportReport
Posted on by

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"

  • Verified answer
    cloflyMao Profile Picture
    25,202 on at
    RE: Marketing insight api data for plugin

    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

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,865 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,723 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans