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How to enable marketing interactions in lead and contact timeline Dynamics 365 Marketing

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#customconnector

#customforms

#formcustomization

#marketinginteractions

#timelinecontrol

Dynamics 365 Customer Insights – Journeys & Data

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Feb 23, 2023

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  • The article discusses the process of adding a custom connector to the timeline of the lead and contact form in Dynamics 365 Marketing.
  • This step is only necessary if custom forms are being used instead of the out-of-the-box marketing forms for lead and contact.
  • The out-of-the-box form already includes the connector defined.
  • To add the custom connector, the form needs to be opened for customization.
  • The timeline control should be selected and then the "Advanced" tab should be clicked.
  • Under "Additional Settings," the "Custom connectors" option should be selected and the "Add connector" button should be clicked.
  • The constructor and resource path should be specified as "msdynmkt_DynamicsMktTimelineInteractionAnalytics.TimelineInteractionAnalyticsResource" and "msdynmkt_DynamicsMktTimelineInteractionAnalytics" respectively.
  • After saving the record and publishing the form, the marketing interactions will be displayed in the timeline.

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