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How do I use the 'MailBlue Recent Activity' component in Microsoft Dynamics 365?

This article explains how to use the 'Recent Activity' component in Microsoft Dynamics 365.

Written by Team MailBlue
Functionality available from the Enterprise subscription

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​The 'MailBlue Recent Activity' component lists up to 25 recent activities in MailBlue for each synced lead and contact. You will see this component on every lead and contact profile page in Microsoft Dynamics 365. In this article, you will learn which activities are displayed and how to filter them by type.

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What should I take note of?

Keep the following in mind when you use this component:

  • This component is available with the MailBlue Microsoft Dynamics 365 integration.

  • All contact and lead page layouts include this component in Microsoft Dynamics 365.

  • You do not need special permissions to view activities in this component.

You will only see marketing activities for contacts and leads synced through this integration.

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Which marketing activities can I view?

The 'MailBlue Recent Activity' component displays the following activities:

  • 'Campaign opened'

  • 'Campaign replied'

  • 'Campaign was sent'

  • 'Campaign link clicked'

  • 'Entered automation'

  • 'Completed automation'

  • 'Site & Event Tracking'
    This lists a tracked page visit or event that the contact or lead completed. Page visits are tracked with the MailBlue 'Site Tracking' feature. Events are tracked using the MailBlue 'Event Tracking' feature.

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How do I filter marketing activities?

At the top of the 'MailBlue Recent Activity' component, there are three buttons:

Screenshot of the 'Recent Activity' component with filter buttons for campaigns, automations, and Site and Event Tracking.
  • 'Campaigns'
    This is represented by an envelope icon.

  • 'Automations'
    This is represented by a gear icon.

  • 'Site & Event Tracking'
    This is represented by a calendar icon with a magnifying glass.

Click any one of these buttons to filter activities by type for a lead or contact.

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Frequently asked questions

How many recent activities does the component show?

The component lists up to 25 recent activities in MailBlue for each synced lead and contact.

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Where is the component shown?

You will see the component on every lead and contact profile page in Microsoft Dynamics 365. All contact and lead page layouts include this component.

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Which filters are available?

You can filter by 'Campaigns', 'Automations', and 'Site & Event Tracking'.

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Are special permissions needed to view activities?

No. You do not need special permissions to view activities in this component.

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