Sales Insight capabilities for MS Dynamics

Forum|Forum|8 years ago
June 7, 2017
1 reply
6597 views

Hi all,

I am familiar with Sales Insight in SFDC but not in MS Dynamics. In SFDC you get five tabs at the top that includes web activities and email activity (sales mail and Marketo mail). I was wondering how much of this information do you get in Dynamics. If an user can tell me I would very grateful as I can't find this information in the documentation.

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Best answer by Dan_Stevens_

Hi Diego - emails is indeed part of the MSD version of MSI. In fact, here are the four main components:

Interesting Moments
Web Activity
Emails
Score Progression

A

Anonymous

Now I know that Marketo emails information is not displayed in MSI for MS Dynamics.

Dan_Stevens_Accepted solution

Level 10

Hi Diego - emails is indeed part of the MSD version of MSI. In fact, here are the four main components:

Interesting Moments
Web Activity
Emails
Score Progression

A

Anonymous

Hi Dan, thank you so much for this very useful screenshot , can you please clarify if those are sales emails or emails sent through Marketo campaigns. I bet they were sent through Marketo as they have the little icon next to them.

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