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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to import insights...
Customer experience | Sales, Customer Insights,...
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How to import insights connected to email, form submissions, SMS from Journeys and show in profiles

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Posted on by CU09101414-1 6
Hi,

We are using both Journeys and Data. While creating profiles in Data we want to add a timeline of activities which is currently visible in journeys contact card? How can this be achieved? Should the tables related to email opens etc added from Dataverse. If yes, I can't find tables such as email interactions and so on int he first place.
So I am unsure how i can go about integrating these insights within unified profiles.
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Dynamics 365 Customer Insights - Data
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    jonasschwarzwaelder Profile Picture
    jonasschwarzwaelder 52 on at
    How to import insights connected to email, form submissions, SMS from Journeys and show in profiles

    When it comes to the interaction data stored, there is currently no out of the box integration between Customer Insights – Journeys and Customer Insights – Data.

     

    This blog post explains how the interaction data can be accessed through Fabric by using lakehouse shortcuts and analytics endpoints:

    https://community.dynamics.com/blogs/post/?postid=f06c7176-36c1-ef11-b8e8-7c1e5248a4d4

     

    This approach enables reporting and exporting the interaction data and could be used as a foundation to bring it into CI–Data. It is however not plug and play and requires additional configuration, pipeline setup and Fabric licensing. I have not tried this end to end myself yet but it looks like a potential starting point if you want to unify interaction data inside CI–Data.

     

    This capability was previously on the release plan (Public Preview October 2024 / GA December 2024) under the title “Generate insights from marketing interactions”. It would have allowed using behavioral data from CI-J directly in CI-D for segmentation and measures such as opens, link clicks, average time to open, identifying non-engaging customers and combining interaction data across multiple duplicate profiles. The item was later removed from the roadmap without further update. As of today, Fabric remains the only supported path to work with interaction data outside of CI-J.

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