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 to didplay marketing interactions in Customer Insights – Journeys!

Step 1: Navigate to the Contact or Lead Table

You will have to add a custom connector to each table’s timeline control.

Best practice ALM tip! Do this in Sandbox first, test and verify, then deploy to Production.

1. From a solution file, add the Contact (and/or Lead) table along with the form(s).
2. Open the custom Contact or Lead form and click on the Timeline component.
3. In the Properties panel on the right-hand side, clickAdvanced to expand additional options:
   
   
   
4. At the bottom of the Advanced options, find  Custom Connectors, then click + Add connector.
   
5. In the New customer connector pane, enter the following details, then click Save at the bottom:
   Constructor: msdynmkt_DynamicsMktTimelineInteractionAnalytics.TimelineInteractionAnalyticsResource
   Resource path: msdynmkt_DynamicsMktTimelineInteractionAnalytics
   
   Save and publish.

Wrapping it up

Once you have completed these steps, the timeline in your custom contact or lead form will now show all marketing interactions. Typically, you would want to repeat this process for the timeline control on both your Lead and Contact forms.