DYN365 Power BI template numbers differ from CRM

(0) Share

Report

Posted on by Community Member

Hello everyone

I am a Business Intelligence Analyst set out to report on our Email Marketing campaigns. KPI's such as: Delivered, Opens, Clicks, Unique Opens and so on.

By using the DYN 365 template from Microsoft, I have gotten the data into Power BI. Email marketing report for Dynamics 365 Marketing (Dynamics 365 Marketing) | Microsoft Docs

I have no limitation on interaction days, meaning that it gathers all of the data.

My problem is that I just can't get the 'correct' number of emails delivered. By correct I mean the number that is stated in CRM on the specific marketing email. It is only wrong by a small margin.

Does anyone know if there is a filter set in dynamics (other than date), that makes me get the wrong number? I can't find any documentation about this.

The marketing emails that I am looking at is in the past and is currently not active, so it can not be the due to not being refreshed.

I have the same question (0)

All responses (7)

Answers (1)

Nya 29,060 on at

Like (0)

Report

Hi,

Do you mean that the number of emails captured in Power BI is not the same as in Dynamics?

If yes, would you please provide a screenshot to show the difference?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

This is a test to see if I can answer you. Yesterday I could not.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Nya, thank you for answering.

That is exactly what I mean yes - the amount of delivered emails in CRM is not equal to amount that I get in Power BI by using the template.

On this particular email message, I get 4548 emails delivered in Power BI. Screenshot here:

In CRM for the same message I get this number instead:

For other KPIs, such as clicks and hard bounces, the numbers are the same. This particular email is not active anymore and both numbers are filtered before and after the email was active.

Was this reply helpful? Yes No
Nya 29,060 on at

Like (0)

Report

Hi,

So you have cleared the time filter in Dynamics, right?

Have you checked if the number in Power BI contains the count of the blocked emails or bounced emails?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi again

This particular email message only ran for three days in december and yes I have cleared the time filter.

When getting the data it divides the data into tables such as "EmailDelivered" and "EmailSent". As you can see from the this picture, I am only looking at interactionType 'EmailDelivered'.

In order to give a full overview, here is a picture where the green suggests correct and yellow suggests wrong. Emails opened in CRM is 3722 and Delivered is 4382.

Is it possible that the marketing department can define objects that is filtered out in the CRM interactions view?

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

An update:

When using the template, the hard bounces and soft bounces came in 2 separate tables. What I had to do was create a calculated column in Power BI that specified whether the id in the delivered email table existed in one of these 'bounces' columns. If it does, then I have to filter it away. Now the numbers seem reflect what is visualized in Dynamics.

Was this reply helpful? Yes No
Suggested answer

Aga M on at

Like (0)

Report

Hi Emil,

Good to hear that you managed to resolve the issue.
If you encounter any discrepancies in the future, please create a support ticket and we'll investigate.

Best regards,
Aga

Was this reply helpful? Yes No