Sales Access To Marketing Insights And Timeline Interactions

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***

Often as consultants or administrators, we forget that we have higher levels of access than other users. The same can be said for users who have been given one of the out of the box security roles for Marketing. We just assume others can see the same things we can. There are two areas specifically where a marketer can review marketing interactions on the timeline for a Lead and Contact, and also gain access to the Insights on these records to see what kind of marketing activities have been generated for the audience member. Unfortunately, someone using a different app might not be able to see this level of detail. Let’s look at how you can create a new custom security role to provide the security permissions required.

First, make sure any of your custom forms include the Insights tab. If they don’t, check out this post from my good friend Amey Holden where she provides information on how to add it. This is what the Insights tab on a Contact or Lead looks like for a user with the right level of access.

Sad for those without the right permissions, because they see errors all over the place!

If you have custom forms and the timeline isn’t showing the marketing interactions even for a marketing user, check out this post on how to add the interactions to those forms. For a user with access to marketing interactions, the timeline will look something like this, showing information on emails, text messages, push notifications, web activity, forms and events.

A less informative timeline is displayed for users without the right level of access. Not fun!

From a page on Microsoft’s documentation site, they detail the types of activities that will be displayed for a Lead and/or Contact: Customer interactions timeline. They have also listed the specific tables that a user must have read permissions for in order to see them on the timeline. They have provided the database name for each table, so I have provided the table name you would see when editing a security role.

• msdyncrm_marketingemail – Marketing email
• msevtmgt_event – Event
• msdyncrm_marketingform – Marketing form
• msdyncrm_website – Marketing website
• msdynmkt_email – Email
• msdynmkt_pushnotification – Push notification
• msdynmkt_sms – Text message

In addition, you also need to add in the new Real-time Marketing forms, which will be this:

• msdynmkt_marketingform – Form

To make sure other users get the right access, you can either edit an existing security role you know your sales and/or customer service users have, or create a new one that you can assign to individual users or a team. Although you can edit it in the ‘classic’ way, I have found it easier to do it using the new functionality in the Power Platform Admin Center instead. It means you can find things by table name rather than the label of the table (which people can change). By all means create your security role in a solution, but then go to https://admin.powerplatform.microsoft.com, find the environment, then go to settings and then security roles. Click on the name of the security role you wish to edit.

From here, we can use the search box to look for the correct tables to find them in the list. Then change the Read permission from None to something different. It’s down to your companies structure if you do Organisation, Business Unit or Parent Child Business Unit. For mine, there is one business unit only, so these are being set to Organisation on the Read permission. Go through each table and change the Read permission.

The last table to look for is msdyncrm_customerinsightsinfo. It’s this table that gives access to the Insights tab. Again, change only the Read permissions and set as the level of access relevant and acceptable to your organisation. Save your security role, then assign it to the users and/or teams that require the ability to see the marketing insights table and marketing interaction activities on the timeline.

Although these are not required to allow users to see the timeline activities or insights, consider adding these other tables with Read access so that sales users can also review additional marketing related information:

• msdynmkt_contactpointconsent4 – Contact Point Consent records
• msdyncrm_customerjourneycustomchannelactivity – Custom Channel activities
• msevtmgt_eventregistration – individual Event Registations
• msdynmkt_marketingformsubmission – Realtime Marketing Form Submissions
• msdyncrm_marketingformsubmission – Outbound Marketing Form Submissions

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