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Is there a single profile page listing all activity for a Contact and/or Lead?

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Posted on by Stephani

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For anyone familiar with ClickDimensions, they have a very nice "Profile" page that displays ALL interactions for a single Contact or Lead. This provides a very useful 360-degree view. It displays all email activities, all page views (grouped by visit), all form submissions, etc.

I don't think D365 Marketing has this out of box - correct?

I'm assuming if I were an expert in Power BI, I could create it there?

With CD, I navigate to the Contact Record, change form to ClickDimensions, and select Related > Profile.

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Stephani 545 on at

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RE: Is there a single profile page listing all activity for a Contact and/or Lead?

Thank-you, DD. I must need more coffee, I knew about this tab and it didn't click for me.
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d_radulova 2 User Group Leader on at

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RE: Is there a single profile page listing all activity for a Contact and/or Lead?

Hi @Stephani ,

the interaction timeline has the same information. to see it, click on Lead / Contact > Insights.

thanks,

-DD

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