Dynamics Community Forum Thread Details

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

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

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: