Hey,
Our environment includes Marketing, Sales and Service. Marketing delivers hot leads to sales which they turn into opportunities, but we were wondering if it is possible to see the marketing insights on an opportunity form? Preferable we would like to see all the interactions from the stakeholders their (like on an account form, but then just for the contacts related to that opportunity).
Is there a way to do this? I couldn't find a way to add an insights section.
Kr,
Niels
Hi Niels,
Currently, we do not support the depth of relationships (Contact-Account-Opportunity) for displaying marketing insights on other than core Marketing related objects (Contact, Account, Lead).
You could leverage ABM docs.microsoft.com/.../account-based-marketing for understanding the engagements on the account level, but not on the opportunity level.
One solution/workaround for you might be to build aggregate the data in the PowerBI leveraging connector and templates docs.microsoft.com/.../analytics-gallery-start and/or adding the suggested feature to our Ideas list experience.dynamics.com/.../
Hope this helps,
Martin Kovac, Microsoft Dynamics 365 Marketing
Don't forget!: If you have gotten the answer to your question - please mark your question as answered.
Hi Niels,
You can find all supported entities for insights service here:
https://docs.microsoft.com/en-us/dynamics365/marketing/insights
You could open a ticket for requesting whether the opportunity could be also added to insights service for your instance.
https://admin.dynamics.com/?referer=mbssupport
Regards,
Clofly
André Arnaud de Cal...
291,996
Super User 2025 Season 1
Martin Dráb
230,853
Most Valuable Professional
nmaenpaa
101,156