web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Sales Insight - Contac...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Sales Insight - Contact form

(0) ShareShare
ReportReport
Posted on by Dynamics System 100

I have 3 modules - sales, Customer service and marketing 

In one of the form I can see as insights tab- (contact form) . My Question is below insight will be valid for the Marketing app only not for the other two. Correct me If I am wrong. 

0247.pastedimage1628166528352v1.png

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Isham,

    The form you access in other two apps (sales, Customer service) is default contact form?

    I can view insights tab in contact form in sales and Customer service apps.

    6545.pastedimage1628232437294v1.png

    2626.pastedimage1628232482475v2.png

    Also, you can add 'Insights' form to the app directly in app designer, which show same results with insights tab.

    6153.pastedimage1628232908915v6.png

    5415.pastedimage1628232883948v5.png

    Save and publish it.

    3652.pastedimage1628232725759v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 73

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans