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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marketing Insights on ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Marketing Insights on opportunity form

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Posted on by Community Member

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

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  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    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

  • Suggested answer
    makova Profile Picture
    makova 310 on at

    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. 

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