How to Show Customer Insights – Journeys Marketing Emails on Lead & Contact Timeline
When you add Customer Insights Journeys to your Dynamics 365 Sales or Customer Service environment, you might expect marketing emails to automatically appear in contact and lead timelines. Unfortunately, this integration doesn’t happen out of the box. In this video, Heidi Neuhauser walks through the simple configuration steps needed to ensure all marketing email communications are visible directly within your contact and lead records, giving your sales team complete visibility into marketing touchpoints.
Key Takeaways:
- Enable the contact timeline feature switch in Customer Insights Journeys settings to display exact copies of sent marketing emails on contact records with a simple toggle
- Use custom connectors for lead timelines by adding specific constructor and resource path configurations to your lead form’s timeline control until Microsoft adds this as a native feature switch
- Access feature switches through the Settings area in Customer Insights Journeys to enable or disable various app-wide features that enhance functionality
- Unified visibility for sales and marketing teams ensures everyone can see the complete email communication history with leads and contacts, improving coordination and customer engagement
- Follow Microsoft Learn documentation for the technical implementation of lead timeline customization until the feature becomes available as a standard toggle option
