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Adding TabbableInsightsControl / Insights tab to a custom entity (not Contact or Lead) — possible?

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Posted on by PS-19061710-0

Hi 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 TabbableInsightsControl to 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 ContactInsights and LeadInsights per 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 contactid from 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?

Categories:

Dynamics 365 Customer Insights - Data

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Manoj - ManoVerse 1,396 Super User 2026 Season 1 on at

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We ran into the same thing recently unfortunately, this isn’t supported today.
Even though TabbableInsightsControl shows up for custom entities, it only really works when the form itself is a Contact or Lead. It relies on the form’s primary record context, so having a lookup to Contact doesn’t help. That’s why you’re seeing the initialization error.
From what I’ve seen and tested:

Works on Contact / Lead forms

Doesn’t work on custom entities (even with Contact lookup)

I haven’t found any confirmed case where this works reliably on a custom table.
Current options are basically:

Open the related Contact (side pane / button) and use the standard Insights tab

Build a custom PCF if you need it inline

use Power BI / custom aggregation if reporting-style is acceptable

As of now, I haven’t seen anything on the Microsoft roadmap for making Insights work on related/custom entities either.

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11manish 1,081 on at

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I would treat TabbableInsightsControl as Contact/Lead-only. The initialization error is likely occurring because the control expects the host record to be a Contact or Lead and does not support indirect lookup scenarios. For a supported long-term solution, a custom PCF or a custom page that retrieves interaction data via the Contact lookup is likely the best approach.

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