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How to add Marketing Interactions to Contact/Lead Timeline (Dynamics 365 Customer Insights – Journeys)

How to add Marketing Interactions to Contact/Lead Timeline (Dynamics 365 Customer Insights – Journeys)

If you are working with a custom Lead or Contact form, you may have noticed that your marketing interactions in Customer Insights-Journeys do not display in the timeline. Good news – it’s a simple fix! Using the out-of-the-box forms you get with Dynamics 365 CE? Good news! The timeline control on those forms are pre-configured […]

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crmheidi
crmheidi

Microsoft MVP Business Applications | Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!

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