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How do I get data from Dynamics 365 Real Time Marketing in Power BI?

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Posted on by AM_CRC

Can anyone walk me through step by step on how I access the Dynamics 365 Real Time Marketing data to add to Power BI report? Specifcally I am trying to create reports for my Journeys fo both email and SMS.

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AM_CRC 22 on at

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How do I get data from Dynamics 365 Real Time Marketing in Power BI?

UPDATE: I tried use the Dynamics Customer Insights (Beta) connector in Power BI. ITs not showing any tables when I connect. For those who are looking for the answer I will continue to give updates until I figure out. I see this challenge dates back at least 2 years.

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AM_CRC 22 on at

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How do I get data from Dynamics 365 Real Time Marketing in Power BI?

Just keeping this thread alive. I have been all over the internet, youtube, chatgpt, copilot but no definitieve answer. I have tried the connector on several occasions and still no dice. I am surprised no one else is having this issue. Either this is unique or no one wants to share the answer with me.

The one thin I notice is that my version of Dynamics 365 MArketing says "Dyanmics MArketing" at the top and not Dynamics 365 Customer Insights. I do have access to most data which includes email, forms, journeys, etc. But the one piece of data I do not see is interaction data for mobile sms such as sent and clicked.

We do alot of mobile text now and would like everything unified in one PowerBI report. Right now I have to use the built in analytics tool which further tells me the data is there its just getting access to it. Any help, tips, or magic would be helpful.

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Tom_Gioielli 2,710 Super User 2025 Season 2 on at

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How do I get data from Dynamics 365 Real Time Marketing in Power BI?

Sorry, this has got to be frustrating. I can say that I definitely connected to Customer Insights once for a customer using a Dataflow, but I don't recall exactly how it was done. It uses PowerQuery so it should also be possible in PowerBI.

I did find the below documentation that highlights the table schema for Customer Insights, so again indicating that there should be some way to connect.

CustomerProfile in customerInsights - Common Data Model - Common Data Model | Microsoft Learn

I also found this information about using APIs for Customer Insights, which I imagine can also be used to pull data out of the system and into PowerBI.

Work with Customer Insights - Data APIs - Dynamics 365 Customer Insights | Microsoft Learn

Maybe that would be an avenue you can try out? Let me know if this helps at all.

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Tom_Gioielli 2,710 Super User 2025 Season 2 on at

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How do I get data from Dynamics 365 Real Time Marketing in Power BI?

One more quick note, looks like Microsoft says most of the tables should be available in Dataverse for you to connect to as well.

View tables in Customer Insights - Data - Dynamics 365 Customer Insights | Microsoft Learn

Or you can push real-time journey data into Fabric and consume it into PowerBI from there?

Customer Insights - Journeys integration with Microsoft Fabric overview - Dynamics 365 Customer Insights | Microsoft Learn

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