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Entity Relationship Diagram for D365 Environment - Marketing Specifically

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Posted on by Gupgup

I'm having trouble finding any resources online that articulate how all of the Sales Hub marketing tables are related to each other in order to build a Power BI dashboard to analyze Marketing data.

The tables I'm trying to relate to each other are:

Campaign
List
ListMember
CampaignItem
CampaignActivityItem
CampaignActivity
ActivityPointer
Contacts

I feel there has to be some resource available that would show how these tables are related to each other. I.e. Campaign (campaignid) is used to relate to CampaignItem (campaignid), CampaignItem (entityid) is used to relate to CampaignActivityItem (itemid), etc.

The main goal through all of this is to associate a Contact name to a Campaign activity so that we can see all Contacts that are a part of a campaign, however I'm able to do that.

Thanks,

Gupgup

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Nya 29,058 on at

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RE: Entity Relationship Diagram for D365 Environment - Marketing Specifically

Hi, Gupgup

You can find the Entity Relationship Diagram by checking the relationships of each entity.

Open your app and go to Advanced Settings > Settings > Customization > Customizations > Customize the system.

Find a specific entity and expand it. E.g. Contact, click the 3 types of relationships

Find the other entity in the list.

Double click it and you can see the 1: N relationship between Contact and Campaign Response is based on the field ‘regardingobjectid’.

Find the relationships of Campaign Response in the same way.

There are two N:1 relationships for Campaign Response, which are with Campaign and Campaign Activity. The related fields are both ‘regardingobjectid’.

You can find the relationship of each Entity in the above way.

There is another way to find the default relationships of OOB entities by looking up the Web API documentation of entity.

e.g: Campaign Activity Item

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/campaignactivityitem?view=dynamics-ce-odata-9

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya
Gupgup 20 on at

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RE: Entity Relationship Diagram for D365 Environment - Marketing Specifically

I forgot to include that this question pertains solely to the Marketing entities/features that are available through the Sales subscription, not the additional Marketing add-on subscription.