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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Email Metrics and/or A...
Customer experience | Sales, Customer Insights,...
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Email Metrics and/or Additional Data to Power BI?

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Posted on by SEDE 112

Hey All,

I'm wondering if it is at all possible to compare advanced email metrics like opens and clicks in Power BI somehow?

I'm also interested in finding a way to visualize additional data about my contacts, such as how many have X field checked vs Y field or the like. Anyone have any ideas, thoughts, or luck in doing this?

Thanks a bunch!

SEDE

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  • Suggested answer
    deepcrm Profile Picture
    deepcrm 10 on at

    Have a look at docs.microsoft.com/.../analytics-gallery-start there are some sample Power Bi reports which provide email metrics .

    You will need a blob storage account to get marketing insights data .

  • SEDE Profile Picture
    SEDE 112 on at

    Thanks, I'll check that out!

    For anyone else trying to tackle this, I'm still working my way through but the easiest way I've discovered to get data into Power BI is to go through Power Apps. In Power Apps (making sure you are working in the correct environment) select Data then Tables then Analyze in Power BI on the top toolbar. It'll download a .PBIDS file to help you get your specific Dynamics data into Power BI. I'm still seeing certain idiosyncrasies, such as any Multiple Lines of Text fields not popping over, but I'm hoping that is just something I am missing. I'm slowly getting there!

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