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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to copy "insi...
Customer experience | Sales, Customer Insights,...
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How to copy "insights" from one contact to another?

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Posted on by Fedorov 40

In our Dynamics solution we have a pre-create-plugin that detects when a lead/contact is created (f.e via download of asset or registering to event) based on the email address.

If the system detects that a lead/contact with the given address then we copy some related records (f.e notes, event-regs) from the new "duplicate" to the already existing lead/contact and then we delete the newly created duplicate.

My question is which table(s) insights and the data about "forms visited" are stored? My goal is to also "move" these records from the duplicate to the existing record before I delete the duplicate.

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  • Fedorov Profile Picture
    Fedorov 40 on at
    RE: How to copy "insights" from one contact to another?

    Thanks for the response! 

    Ok, so then I think I must add CampaignActivity and CampaignResponse perhaps to my function that moves the related objects from one contact to another.

    But, I was looking at the link posted and it was changing the ownerId which is most oftenly a systemuser. But in my case I want to move the "regardingObject" but on CampaignActivity and CampaignResponse the field RegardinObjectId seems to reference a "Campaign" record. 

    Which attribute on those two tables are referencing the contact who performed the activity or response? Couldn't figure this one out..

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: How to copy "insights" from one contact to another?

    Hi,

    To copy the Interactions timeline in insights is actually to copy all the activities on the timeline.

    There are many entities involved in timeline.

    Please refer to the following linnk.

    How to transfer Activities (mails, notes, etc) from one contact to another in Dynamics 365 - Stack Overflow

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