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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marketing email in con...
Customer experience | Sales, Customer Insights,...
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Marketing email in contact timeline

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Posted on by SkylineArbor 5

Hello Everyone, 

A recent update from Microsoft has added the ability to view the marketing interaction directly from the timeline 

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/personalize-interactions-using-unified-view-customer-activity-across-dynamics-365-marketing-sales-customer-service

https://docs.microsoft.com/en-us/dynamics365/marketing/timeline

But in my environment I do not see anything like that, I checked all system updates, and there write that is the current version.

Can you tell me it needs to be somewhere else to enable?

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi SkylineVS, 

    Based on the document, you can view that:

    Along with Dynamics 365 Sales and Dynamics 365 Customer Service, you will now be able to view all your Dynamics 365 Marketing interactions in the unified activity timeline under your contacts.

    Marketing app interactions automatically show up in the interactions timeline. If you don’t see interactions from the Marketing app, make sure your marketing product solution version is 1.1.10512.25 or later.

    So you have checked your current form is default contact form, and version is 1.1.10512.25 or later.

    pastedimage1659685127449v3.png

    Also, the contact must join these activities, You can't view any interactions in timeline if they haven't been involved.

    pastedimage1659685324945v4.png

    One contact has been added to segment and involved in customer journey.

    pastedimage1659685072401v2.png

  • SkylineArbor Profile Picture
    SkylineArbor 5 on at

    Hi Leah Ju,

    Thank you for your response, but it turned out that my problem was in the standard form, I removed all of its customization, ( dropped to standard) and everything is working

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