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PathFactory for Sales Dashboards in Microsoft Dynamics 365

Currently in Closed Beta. Contact your CSM to access this feature.

Summary

There are 2 dashboards available in Microsoft Dynamics 365 with the PathFactory for Sales integration:

  • Account Content Insights: See the total engagement from an account over a set time period, or drill down to view specific account members' engagement on any given day

  • Visitor Content Insights: See an individual’s engagement over a set time period, including a summary of their top content during that time and their specific journeys through content from any given day

Have questions about PathFactory for Sales? Check out this FAQ, or contact your CSM for more information.


Create PathFactory Web Resource

Create the PathFactory Web Resource to be added to your Microsoft Dynamics Entity Forms.

Where to Find the Dashboards in Microsoft Dynamics 365

Account Content Insights

Available in 2 locations:

Visitor Content Insights

Available in 2 locations:

Updated on May 26, 2022

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