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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marketing email intera...
Customer experience | Sales, Customer Insights,...
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Marketing email interactions on an Account level

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Posted on by AlexJohnH 29
We have the Insights tab on our custom contact form - which lets end-users view marketing interactions on an individual contact level and that works great.
 
However - is there a way to view marketing interactions at an account level? For each contact related to that specific account - I can see there is an Insights tab for the account entity but it's empty, leading me to believe it's actually looking at the account marketing interactions.
 
As our end-users want a solution to be able to go on an account and view all related contacts marketing interactions - otherwise they'd have to go on each individual contact record and check the Insights tab.
  • Jens Mattsson Profile Picture
    Jens Mattsson 23 on at
    Marketing email interactions on an Account level
    Hi,
     
    You can always create a 'company contact' that automatically creates via a Power Automate-flow when a Account gets created. 
    Also apply a one-time flow for all existing accounts.
    Mark the contacts as a 'Company-contact'  and work with these in your segments.
     
    / Jens Mattsson
     
    Click Like if you like it ; - )
     
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Marketing email interactions on an Account level
    Hi,
     
    According to the Microsoft documentation.
    You can build account-based marketing in Outbound Marketing.
     
    However, account-based marketing is not currently supported in the real-time marketing.
     
    I'm using the Dynamics 365 Customer Insights-Journeys trial version with only the real-time marketing module.
    So, no information will be displayed in the account insights because the account is not involved in marketing.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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