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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is there a single prof...
Customer experience | Sales, Customer Insights,...
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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 4

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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  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at

    Hi @Stephani ,

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

    pastedimage1571244010537v1.png

    thanks,

    -DD

  • Stephani Profile Picture
    Stephani 4 on at

    Thank-you, DD.  I must need more coffee, I knew about this tab and it didn't click for me.

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