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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Transition from OBM to...
Customer experience | Sales, Customer Insights,...
Answered

Transition from OBM to RTM: Questions about Interaction Data Export

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Posted on by vcamposp 50

Good morning,

I am currently transitioning from Outbound Marketing (OBM) to Real-Time Journeys (RTM) and I have a question. So far, I understand the following:

  • Contacts: Remain the same
  • Segments: Remain the same except those based on interactions
  • Emails: The entity changes, so I need to recreate them in RTM
  • Customer Journeys: The entity changes, so I need to recreate them in RTM
  • Interaction Data (insights): Interaction data related to these entities is lost and needs to be exported.

I know that through an oData API (api/data/v9.1) we can obtain the records of these entities, but to obtain the interactions (since they are stored elsewhere), is there any API or method I can use to export all this information?

Thank you very much.

Categories:
Dynamics 365 Customer Insights - Journeys
I have the same question (0)
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,530 Super User 2025 Season 2 on at
    Good morning, afternoon, or evening :) depending on your location!
    Hope you are well today.
     
    I understand your concern about exporting interaction data, as this is a critical part of maintaining insights during the transition.
     
    Key Points About Interaction Data:
    1. Interaction Data Storage:
      • Interaction data (e.g., email opens, clicks, form submissions) is stored in a separate database optimized for analytics and insights. It is not directly accessible through the standard oData API (api/data/v9.1).
    2. Exporting Interaction Data:
      • To export interaction data, you can use the Dynamics 365 Marketing Insights Export API. This API is specifically designed to retrieve interaction data for reporting or migration purposes.
      • Alternatively, you can use Power BI or Azure Data Lake integration to extract and analyze interaction data. These tools allow you to connect to the insights database and export the required data.
    3. Steps to Export Data:
      • Insights Export API:
        • Authenticate using Azure Active Directory (AAD).
        • Query the API to retrieve interaction data for specific entities (e.g., emails, customer journeys).
      • Power BI:
        • Connect Power BI to the Dynamics 365 Marketing insights database.
        • Use the data export feature to save interaction data in a format of your choice.
      • Azure Data Lake:
        • If your organization uses Azure Data Lake, you can configure Dynamics 365 Marketing to export interaction data directly to your data lake for further processing.
    4. Limitations:
      • Interaction data export may require additional configuration or licensing, depending on your Dynamics 365 setup.
      • Some historical data might not be fully compatible with RTM entities, so it’s important to validate the exported data before importing it into RTM.
     
    Recommendations:
    • Start by reviewing the Dynamics 365 Marketing documentation for detailed guidance on using the Insights Export API or integrating with Power BI/Azure Data Lake.
    • Test the export process in a sandbox environment to ensure data integrity and compatibility with RTM.
     
    Hope this helps!
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at
    Hello vcamposp,
     

    You've accurately captured the core differences and the need for data migration when transitioning from Outbound Marketing (OBM) to Real-Time Journeys (RTM). The loss of interaction data is a significant concern, and you're right to explore ways to export it.

    Let's dive into the specifics of exporting interaction data from Outbound Marketing:

    Understanding Interaction Data in Outbound Marketing:

    • Interaction Data Storage:

      • Interaction data (email opens, clicks, form submissions, website visits, etc.) in Outbound Marketing is stored in the Marketing Insights service, which is separate from Dataverse.
      • This data is not directly accessible through the standard Dataverse OData API. 

    • Purpose of Export:

      • You'll likely need this data for:

        • Historical reporting and analysis.
        • Understanding past campaign performance.
        • Potential data migration to a data warehouse or analytics platform.

          •  
         

      •  

    Methods for Exporting Interaction Data:

    1. Marketing Insights API (Recommended):

       

      • Concept:

        • Microsoft provides a dedicated API for accessing Marketing Insights data.
        • This API is designed specifically for retrieving interaction data from Outbound Marketing. 

      • Access:

        • You'll need to authenticate with the Marketing Insights API using Azure Active Directory credentials.
        • The API endpoints and documentation are available in Microsoft's documentation. 

      • Data Retrieval:

        • You can query the API to retrieve various interaction data types (email interactions, form interactions, website interactions, etc.).
        • The API supports filtering and pagination to retrieve large datasets. 

      • Advantages:

        • Designed specifically for Marketing Insights data.
        • Provides comprehensive access to interaction data.
        • More efficient than other methods. 

      • Disadvantages:

        • Requires development skills (API calls, authentication).
        • Can be complex to set up. 

          •  

    2. Azure Data Lake Storage Export (If Configured):

      • Concept:

        • If you've configured Azure Data Lake Storage export in Outbound Marketing, interaction data might be exported to your data lake.
        • You can then access the data from your data lake using Azure tools. 

      • Steps:

        • Verify if Azure Data Lake Storage export is enabled in your Outbound Marketing settings.
        • If enabled, locate the exported data in your data lake.
        • Use Azure tools (e.g., Azure Data Factory, Azure Databricks) to extract and transform the data. 

      • Advantages:

        • Provides a centralized location for marketing data.
        • Allows for advanced data analysis using Azure tools. 

      • Disadvantages:

        • Requires Azure Data Lake Storage configuration.
        • Might not be enabled by default.

          •  

        •  

    3. Power BI (Limited):

      • Concept:

        • You can use Power BI to visualize and analyze some interaction data from Outbound Marketing.
        • However, Power BI's capabilities for exporting raw data are limited. 

      • Steps:

        • Connect Power BI to the Marketing Insights data source.
        • Create reports and visualizations to explore the data.
        • Use Power BI's export features to export data (e.g., to CSV or Excel). 

      • Advantages:

        • Provides a user-friendly interface for data exploration.
        • Allows for interactive dashboards and reports. 

      • Disadvantages:

        • Limited raw data export capabilities.
        • Not suitable for large-scale data migration.

          •  
          

      4.  

    Recommendation:

    • Marketing Insights API (Option 1) is the most recommended approach. It provides the most comprehensive and efficient way to export interaction data from Outbound Marketing.
    • Azure Data Lake Storage Export (Option 2) is a good alternative if you've already configured it.
    • Power BI (Option 3) is suitable for data visualization and analysis, but not for large-scale data migration.

      •  

    Important Considerations:

    • Data Volume: Be mindful of the volume of interaction data you're exporting. The Marketing Insights API might require pagination to retrieve large datasets.
    • Data Format: Understand the data format returned by the API or exported to your data lake. You might need to transform the data to fit your needs.
    • Data Security: Ensure that you're handling the data securely and complying with privacy regulations.
    • Documentation: Refer to Microsoft's official documentation for the Marketing Insights API and Azure Data Lake Storage export.

      •  

    By using the Marketing Insights API or Azure Data Lake Storage export, you can effectively export your interaction data from Outbound Marketing and ensure a smooth transition to Real-Time Journeys. Remember to plan your data migration carefully and test your solutions thoroughly.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak

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