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Sales Insight - Contact form

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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. 

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Insight - Contact form

    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.

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