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Customer experience | Sales, Customer Insights,...
Answered

Licensing - Replacing Customer Engagement plan

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Posted on by 343
Hi,

With the deprecation of the Customer Engagement plan and the potential of three other licenses that can be used for Dynamics, I'm a bit confused in which one or more to advise our account department to purchase.

Our Marketing team use Customer Journey and have moved from Outbound to Real Time.  They are seeing some issues with the analytical results.
 
  1. Analytics not displaying all info

I’m not seeing all the Device type, Operating system, and Browser data in the Total Clicks section in the analytics. You can view this at the customer journey level. This would be useful data to see, to understand the devices our customers are viewing our email communications on. I know in some cases this will be affected by security measures and some applications not sharing data, but it would be useful if we can get any insights. I’m also wondering that when data is there (and it is infrequently) does this suggest that these are ‘true’ human interactions, rather than NHI/Robot clicks?



They would also like to integrate LinkedIn to the application.

Not all users will need LinkedIn access.

I'm i correct in believing that there could be a combo of licenses that can be purchased depending on the requirements or is there one license.

Would upgrading to any of the new licenses assist in providing better performance and analytical results.

They are experiance other issues since moving over to Real Time.

Preference Centre
Non-Human Interactions (Robot Clicks)

The main query is the licensing.  
 
I have the same question (1)
  • André Arnaud de Calavon Profile Picture
    303,706 Super User 2026 Season 1 on at
    Moved the question from the Dynamics 365 General to the Dynamics 365 Customer Insights forum.
  • Verified answer
    Erin Lubben Profile Picture
    75 on at

    Hi there,

     

    What you’re seeing with missing Device Type, Operating System, and Browser details in Real-Time Journeys is a fairly common limitation right now. A few key points:

    1. Why the fields are blank

      • Real-Time Journeys relies on modern privacy/security standards, and many email clients (Gmail, Outlook, Apple Mail, etc.) intentionally mask device and browser data. This means the UI analytics often show “Unknown,” even for real human interactions.

      • When that data does appear, it’s usually because the recipient’s email client didn’t strip or proxy the metadata. So yes — in most cases, the rare entries that do show up are “true” human interactions rather than bot traffic 

    2. How to access the full analytics

      • The out-of-the-box analytics in the UI are intentionally limited. If you need deeper detail (device-level, OS, full clickstream, etc.), you’ll want to export the interaction data from the backend Azure Data Lake.

      • From there, you can bring it into Microsoft Fabric (or another reporting environment) to build richer reports that combine delivery, interaction, and metadata logs.

      • Our team has worked with clients on exactly this — dumping Customer Insights – Journeys analytics to Data Lake and surfacing them in Fabric/Power BI to unlock the full picture.

    3. Licensing considerations

      • There isn’t a “special” license just to expose these analytics — any of the new CI Journeys licenses (Real-Time) give you the same UI analytics.

      • Where licensing does matter is for scale (e.g., if you’re moving high volumes, you may want the higher tier for interaction/event capacity).

    4. Other notes

      • LinkedIn integration can be layered in without every user needing LinkedIn access — usually it’s just the marketing integration account or can be done with an integration in Customer Insights Data if your organization has purchased this.

      • For preferences and non-human interaction tracking (bot clicks, security filters), Real-Time Journeys does have features like consent & preference centers and spam/bot filtering, but the reporting granularity is not as detailed as Outbound used to be.

    Bottom line: If you need richer analytics than what you see in the UI, the right approach is to export from Data Lake → Fabric/Power BI for reporting. That way you can overcome the masking and retention limits of the built-in dashboards.

  • Chris1968 Profile Picture
    343 on at
    Hi 

    Thank you for your extensive reply. 

    It will help a lot towards the team to make a there decision going forward 

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