RE: How do I add Insights tab to custom form?
Hi Josh,
1. Insights tab is special component which couldn't be added manually.
But instead, you can copy the form with Insights enabled, customize it then set it as the default form.
e.g: Insights tab is already available to the OOB Contact form, therefore, open it in form editor and click "Save As" button.
In Dynamics, only those entities are supported with Insights tab:
https://docs.microsoft.com/en-us/dynamics365/marketing/insights
2. In Dynamics 365 Marketing, there are two types of data: Profile data and Interaction data.
Profile data is stored in the organizational database and includes the entities and records that we see, edit, and create when working directly. These include common entities like contacts, accounts, leads, events, customer journeys, and more.
Interaction data is stored in the marketing-insights service database and includes information about how our contacts interacted with our marketing initiatives, including email opens, email clicks, event registrations, page submissions, and more. We can see this type of information when we look at the insights built into Dynamics 365 Marketing, but we can't create these records nor view them directly.
Regards,
Clofly
