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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Get Real-time journey data in PowerBI

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Posted on by 2
I am able to access Outbound Marketing data in PowerBI using Dataverse and Azure Storage Blobs. Can I also access Real Time Marketing data from PowerBI ?
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  • Suggested answer
    RudyZhang Profile Picture
    Microsoft Employee on at
    Hi,
     
    We analyzed your needs and according to the official documentation, you can use the Dynamics 365 Customer Insights connector to bring in real-time data.

    Please refer to the official documentation at the following link
    https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/real-time-data-ingestion
     

    In addition, this feature is currently in the preview stage and there may be some problems in using it, if you have any problems that cannot be solved in using it, you can reply below and we will actively follow up the issue. Or use the link below to seek technical support from Microsoft.
    https://admin.powerplatform.microsoft.com/support
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang
  • RudyZhang Profile Picture
    Microsoft Employee on at
    Hi,
     
    May I ask if your problem has been resolved?
     
    Do you still need us to follow up on this issue, please contact me if you have any questions about the solution I proposed.
     
    Best Regards,
    Rudy Zhang
     
  • Community member Profile Picture
    2 on at
    Hi Rudy, 
     
    Thanks for you response, but using this connector in PowerBI isnt fetching any data. I dont see any tables or environments to connect to.
    Do I need to setup something in Customer Insights/Dynamics for me to expose RTM data to PowerBI ?
  • Dennis I Profile Picture
    87 on at
    Also curious if there are any news on this topic.
    Based on the roadmap there should be a possiblity available by now:
     
    But i do not find any documentation on how to enable/use the feature.
     
    Best regards
    Dennis
  • Community member Profile Picture
    2 on at
    Hi,
    is there any update about the topic, that is retrieve Real Time Marketing data in Power BI?
     
     
    I also tried to follow Rudy's method (using "Dynamics 365 Customer Insights (Beta)" connector), but I can't see any tables or environments to connect to (I'm loggin in with the same credentials of D365 customer insights journey, of course).
     
    Any suggest will be appreciate.
     
    Best Regards
    Marco
     
  • For A Fact Profile Picture
    91 on at
    Hi Rudy Zhang,
    In the article you linked to (https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/real-time-data-ingestion), it states:

    Limitations: "Exporting real-time updates to external systems, like Power BI, is not possible."

    Given this limitation, how can we access behavioral data from Customer Insights - Journey in Power BI?
    With Outbound, we used Blob storage, but this isn't available with Real Time.

    We've created an integration between Fabric and Customer Insights - Journey, which is easy to use but has high license costs. We're currently assisting an NGO and need to update existing Power BI reports with behavioral data from Customer Insights - Journey.
    Any advice or solutions?
    Best regards, Flemming
  • AM_CRC Profile Picture
    22 on at
    Rudy,
     
    The Customer Insights Connector is not showing any tables. Is there a work around? Im having the same challenge trying to access the MS D365 Marketing -Real Time data specifically need to get info on SMS campaign interactions, sent, clicked links, keywords etc. Amy help would be greatly appreciated.

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