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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / What happens with Insi...
Customer experience | Sales, Customer Insights,...
Suggested answer

What happens with Insights data when Contacts are merged?

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Posted on by JoVa 41
I'd like to merge a number of contacts, but I noticed that the Insights (email opens, page visits, etc.) are not transferred to the chosen primary contact, as is the case with other related records. Maybe it needs some time to synchronize, given that the Insights are kept in a separate service ? Does anyone have any experience with Insights results after merging Contacts?
In many cases, one of the Contacts will have a /Blocked - duplicate recipient address/ email event associated with it (because the duplicate contact received the email). How can I identify the contact that has the relevant email event (open, click) during the merge process?
Any thoughts, ideas, suggestions?
Thanks
Joris
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  • Suggested answer
    MiltosV Profile Picture
    MiltosV Moderator on at
    What happens with Insights data when Contacts are merged?
    Hi Joris,

    Only the marketing interactions of the primary contact will be visible in Contact insights after the merge.
     
    Best,
    Miltos
  • Deborah J Pitt Profile Picture
    Deborah J Pitt 118 on at
    What happens with Insights data when Contacts are merged?
    Hello! It is certainly the case with Outbound Marketing that the insights belong to the GUID of the Contact so cannot be merged with another Contact.

    Does anyone know if this has changed with Real-time marketing?
  • Helene B. Profile Picture
    Helene B. 86 on at
    What happens with Insights data when Contacts are merged?
    not much help, but we are stuck with the same issue and do lose a lot of data.
    I would add also that depending on where you merge contacts from it is not possible to "choose" which is the primary contact to merge.
  • ChrisS Profile Picture
    ChrisS 2 on at
    What happens with Insights data when Contacts are merged?
    It is also an issue of losing the double opt-in information. When the customer submits a different email address in the double opt-in form, the system creates a new record, which cannot be merged with the primary contact without the loss of this very information. So asking for the double opt-in results in having no double-opt in information. Pointless.

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