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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can I add the "Relatio...
Customer experience | Sales, Customer Insights,...
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Can I add the "Relationship Analytics" tab from the "Sales Insights" form to a custom form?

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Posted on by MichelleM 267
We use a custom form for our Accounts table, this was created from a copy of the main Account Form.
Ideally I'd like to include the contents of "Relationship Analytics" tab from the "Sales Insights" form on our custom form rather than asking the user to switch forms, but I can't find a way of inserting it? Has anyone managed this?
I know I could potentially create a new custom form by copying the Sales Insights form - but we also have D365 Customer Insights Journeys (Marketing) - so I also need to include the Marketing tabs - which again I can't seem to add to a custom form without copying the Main form (which is why we did it that way).
Thanks
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Dynamics 365 Sales
I have the same question (0)
  • SamikK Profile Picture
    SamikK 46 on at
    Can I add the "Relationship Analytics" tab from the "Sales Insights" form to a custom form?
    What I’ve seen some teams do: keep your main custom form and train users to jump to the Sales Insights form when they specifically need those analytics. Not perfect, but it’s a realistic compromise.
  • CU07080335-2 Profile Picture
    CU07080335-2 4 on at
    Can I add the "Relationship Analytics" tab from the "Sales Insights" form to a custom form?
    yes you can

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