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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Grouping Activities fo...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Grouping Activities for Reporting

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Posted on by All My Systems 84

Hello

We want to report interactions across a number of different emails.
I see that I'll need to use PowerBI for this.

Is there a way to group these emails so that they can be reported on together?

E.g 
Email 1
Email 2
Email 3
are labelled as group1

Email 4
Email 5
Email 6
are labelled as group2

Then we can run reports on group1 to see interactions etc.

Pete

I have the same question (0)
  • Suggested answer
    A.Serie Profile Picture
    A.Serie 61 on at

    We are also attempting to create marketing email insights reports across multiple emails. Do you have some good documentation on how to set this up using Power BI?

    For our emails, we've created a 'Category' field. I imagine you could set up a similar Choice column that includes the groups you're looking for, then update your emails to assign them into the right group.

  • All My Systems Profile Picture
    All My Systems 84 on at

    Hi Amanda, thanks for your help. I don't know much about PowerBI, but what you're suggesting seems like something PowerBI could do.

    Pete

  • All My Systems Profile Picture
    All My Systems 84 on at

    Nya Can you help? I'd like to group emails together

  • All My Systems Profile Picture
    All My Systems 84 on at

    So, I've decided to use the existing Campaigns table to groups these Marketing Emails. I created a relationship between Campaigns and Marketing Emails which works fine.

    I've not run any reports yet, but hopefully I can report on (for example) all opens in campaign x.

    Pete

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