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.
Thank-you, DD. I must need more coffee, I knew about this tab and it didn't click for me.
Hi @Stephani ,
the interaction timeline has the same information. to see it, click on Lead / Contact > Insights.
thanks,
-DD
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