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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Inquiry Regarding Oper...
Customer experience | Sales, Customer Insights,...
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Inquiry Regarding Operational Dynamics of Campaign, Lead, and Contact Entities

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Posted on by Manu Moreno 26
Dear colleagues!
 
We seek clarification on the seamless operation of the campaign entity in the interplay between lead and contact entities .

For our business to operate effectively, we are particularly interested in understanding two pivotal aspects:
 
  1. Identification of Leads/Contacts Involved in Multiple Campaigns through Customer Insight Journey:
    • How do we discern when a lead/contact is concurrently engaged in multiple campaigns?
  2. Statistical Insights into Lead/Contact Behavior Across Campaigns through Customer Insight Journey:
    • What mechanisms are in place to gather comprehensive statistics on the engagement and behavior of a lead/contact participating in multiple campaigns?

In previous experiences with different technologies, we have successfully utilized a data model featuring the /Campaign Member/ entity. This entity served as a vital bridge connecting the campaign and lead/contact entities. Through this model, we could readily ascertain the campaigns in which a lead/contact had been involved. 
 
We kindly request your insights and guidance on the equivalent or similar functionality within our current system. Your expertise in this matter is greatly appreciated.

Thank you for your prompt attention to this inquiry. 

Best Regards,
 
  • Manu Moreno Profile Picture
    Manu Moreno 26 on at
    Inquiry Regarding Operational Dynamics of Campaign, Lead, and Contact Entities
     
    I would like to express my gratitude for your prompt response.

    We are currently using the real time version of Customer Insight Journey.

    Upon reviewing your feedback, I find myself struggling to comprehend the absence of a relationship between leads/contacts and campaigns. In my investigation, I came across a document on the Common Data Model (CDM) Schema (https://learn.microsoft.com/en-us/common-data-model/).

    The schemas within the CDM represent commonly used concepts and activities, such as Account and Campaign, with the explicit goal of simplifying the creation, aggregation, and analysis of data.

    The Common Data Model standard is designed to establish a common language for business entities, gradually encompassing the full spectrum of business processes spanning sales, services, marketing, operations, finance, talent, and commerce. It particularly emphasizes the Customer, People, and Product entities at the core of a company's business processes.

    In the console, we can observe relationships within the Dynamics CRM Common entities (e.g., Campaign, Marketing List Member, Lead... ), demonstrating the interconnectedness of Marketing Cloud entities. For instance, inside the Marketing model, the entity Lead is associated with several entities within Dynamics CRM Common.
     

    I am perplexed as to why this correlation is not currently occurring. Could you provide insights into the reason behind this discrepancy?
  • Suggested answer
    PaulineKolde Profile Picture
    PaulineKolde 624 Super User 2024 Season 2 on at
    Inquiry Regarding Operational Dynamics of Campaign, Lead, and Contact Entities
    Hi colleague, 
     
    i think currently it is not possible out of the box to see on the contact in which journeys they were part of. I wrote an article about how to build that: Participation in Journeys for Contacts and Leads - The Art of Customer Insights (paulinekolde.info)
     
    Regarding the statstical insights there is something on the roadmap that might help you for your requirement: Understand and optimize journeys with customer flow analysis | Microsoft Learn
     
    Hope this help!
     
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Inquiry Regarding Operational Dynamics of Campaign, Lead, and Contact Entities
    Hi,
     
    I'm afraid that's not possible, because the contact entity is not related to the campaign entity.
     
    Best Regards,
    Dengliang Li
     

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