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8Hi all,
We have a custom entity called Contact Match in our Dynamics 365 environment (Customer Insights - Journeys enabled). It has a lookup to the standard Contact entity, and users want to see the matched Contact's engagement data (email opens, push, web visits, etc.) directly on the Contact Match form.
I've tried:
- Adding
TabbableInsightsControlto the Contact Match form via Get more components. It appears in the catalog and lets me drop it on the form, but at runtime it errors out with "Error occurred during initialization of control: MsdynmktControls.TabbableInsightsControl... undefined." - I understand the control's two supported configurations are
ContactInsightsandLeadInsightsper the official docs: https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/add-insights-to-custom-forms - The control appears to be hardcoded to query interaction tables filtered by
contactidfrom the host record.
Has anyone:
- Successfully added this control to a custom entity (even with a Contact lookup)?
- Found a supported way to surface RTM interaction data on a custom entity form besides building a custom PCF / Power Automate solution from scratch?
- Heard of a Microsoft roadmap item for this kind of "related entity insights" capability?
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