Customer Insights - Change Last 30 Days default filter on Insight dashboard screens

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Posted on by mkirkpatrick

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Is there a way to reset the default filter that is applied on screens like the Marketing Insights tab on a Contact, or the Insights tab on an Email record. By default, it is Last 30 Days. Can this be reset to something else and applied globally. When a user is moving from record to record and constantly having to manually reset this date filter it can be time consuming and annoying.

Thanks

Mike

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Dynamics 365 Customer Insights - Journeys

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Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at

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No, there is currently no supported way to globally change the default "Last 30 Days" filter on the Marketing Insights tab on Contact records or the Insights tab on Email records in Dynamics 365 Marketing.

Workaround:
If your organization has access to custom page integrations or Power Apps component framework (PCF), you could:

Build a custom Insights tab using embedded charts/grids and set custom default filters.

But this is a custom development approach and not a direct override of the native tab.

You can submit or upvote this request on the Microsoft Ideas portal:

https://experience.dynamics.com/ideas/

This issue has been raised by other users, but it's not yet configurable as of July 2025.

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