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Customer experience | Sales, Customer Insights,...
Answered

Including D365 Marketing Interactions in sales hub timeline

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Posted on by 205

Hello, 

My marketing interactions are visible in the Marketing app timeline but I want it to be available in Sales Hub as well. 

Can you help me with that? 

Thank you, 
Elly

I have the same question (0)
  • MiltosV Profile Picture
    Moderator on at

    Hi Elly-Farokhi,

    You can use the Customer interactions timeline for a unified view of interactions across Marketing and Sales. Please find more details here:
    https://learn.microsoft.com/en-us/dynamics365/marketing/timeline

    Best,

  • Elly-Farokhi Profile Picture
    205 on at

    This link shows how to add the interaction in Marketing Hub. Can you help me with adding the sales hub?

  • Verified answer
    MiltosV Profile Picture
    Moderator on at

    Hello,

    Are you using the default Timeline which is shared across Sales and Marketing apps? Here are the setup instructions:

    learn.microsoft.com/.../add-activities

  • Elly-Farokhi Profile Picture
    205 on at

    I find the solution using this link: meganvwalker.com/.../

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