Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lead Insights are Blank
Customer experience | Sales, Customer Insights,...
Suggested answer

Lead Insights are Blank

(0) ShareShare
ReportReport
Posted on by AnthonyUliano 455

Hi Everyone,  

We're new to Dynamics Marketing and slowly making progress.  I have a created a marketing form on our website and when I fill it out, I get both a Lead and Contact record.  The Contact Record has a lot of data available in the Insights tab, but the Lead Record Insights are blank.  Is that how's it's supposed to operate?  None of these tabs have any data.  We're hoping our Sales team will primarily be looking at the Lead record until it's converted to an Opportunity, but it's not helpful for the Insight tab to be blank.  

Any advice or insight would be super helpful!  Thanks!

pastedimage1580747842666v1.png

  • Suggested answer
    sbtron Profile Picture
    sbtron on at
    RE: Lead Insights are Blank

    Could you confirm that the "Update Contacts/Leads" property on the Marketing Form is set to Contacts and Leads

    If its just set to Contacts only then it will result in only the contact being updated but not the lead.

    For more info see- 

    https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-forms#form-setting-effects

  • AnthonyUliano Profile Picture
    AnthonyUliano 455 on at
    RE: Lead Insights are Blank

    Unfortunately, there's nothing in the Insight tab on the Lead Record (even though there's an associated Contact Record that's full of data on the Insight Tab).  

  • M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Lead Insights are Blank

    Hi check following. It might help you

    Lead insights

    To view lead insights, go to Marketing > Customers > Leads, select a lead record, and then open its Insights tab.

    Most of the insights displayed for a lead are the same as those shown for contacts and are taken from the contact record associated with the current lead, as previously described in Contact insights. One exception to this is the Overview tab, which also tracks lead-specific information such as the lead's age (how long the record has been active) and its progress over time.

    For leads associated with an account rather than a single contact, the insights combine interactions made by all contacts that belong to that account.

    Note

    Because interaction records relate only to contact records, not lead records, most insights are only available for leads that are associated with a contact record (or with an account record, which itself relates back to contact records). More information: Use leads to register and track expressions of interest

    Mark answer as verified, if it is feasible for you

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans