Dynamics 365: Add Marketing to Timelines

Key insights

• Problem & scope: Marketing interactions from Customer Insights – Journeys may not appear on custom Contact or Lead forms; out-of-the-box Dynamics 365 CE forms already show those interactions by default.
  Use a connector on custom forms to surface marketing activities in the timeline.
• Solution summary: Add a custom connector to the timeline component on each custom Contact or Lead form, test in a Sandbox, then deploy to Production.
  This makes marketing events (emails, forms, website hits, etc.) visible alongside other CRM activity.
• Quick steps: Open your solution, add the Contact/Lead table and the custom form, select the Timeline component, open Properties → Advanced → Custom Connectors → Add connector, enter the connector details, then Save and Publish the form.
  Always verify results in Sandbox before applying changes in Production.
• Connector details: Constructor: msdynmkt_DynamicsMktTimelineInteractionAnalytics.TimelineInteractionAnalyticsResource
  Resource path: msdynmkt_DynamicsMktTimelineInteractionAnalytics
  Enter these exact values when adding the new connector so the timeline can load marketing interactions.
• Permissions & required tables: Users need read permission on marketing tables to view interactions; common tables include msdyncrm_marketingemail, msevtmgt_event, msdyncrm_marketingform, msdynmkt_marketingform, msdyncrm_website, msdynmkt_email, msdynmkt_pushnotification, and msdynmkt_sms.
  CustomerID backstamping may be required for Data Profile interactions to appear on the timeline.
• Benefits & best practices: Unified visibility helps sales, service, and marketing act with context and reduces silos.
  Test changes in Sandbox, confirm permissions, then publish to Production to avoid user disruption.

Read the full article How to add Marketing Interactions to Contact/Lead Timeline (Dynamics 365 Customer Insights – Journey

Keywords

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