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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Insights Tab on Native...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Insights Tab on Native Contact Form

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Posted on by KS-24051833-0 7
Is there a way to get the Insights tab onto the native contact field within an app that's not the Customer Insights App?
 
I have the same question (0)
  • Cui Hao Profile Picture
    Cui Hao on at
    Hi,

    After testing, I found that the Contact Form in the sales hub app in the Marketing environment also has an Insights Tab and the data is shared.


    So I think in this Marketing environment, whenever you add a Contact Form to an app, it's all possible to see the Insights Tab and the data is all shared.
    The Contact Form in my environment already has Insights, which is a prerequisite for testing.
    I hope this helps.


    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.


    Best regards,
    Cui Hao
  • Cui Hao Profile Picture
    Cui Hao on at
    Hi,
     
    Do you have any other questions? If you have any other questions feel free to ask me.
    If it solved your problem, please mark it as verified to help other community members find more. 
     
     
     
    Best regards,
    Cui Hao
  • KS-24051833-0 Profile Picture
    KS-24051833-0 7 on at
    I can see it on the native contact form, however we have our own version of the contact form that does not have the insights tab. I'm looking to add the insights tab to that custom contact form, if possible.
  • CU05071325-0 Profile Picture
    CU05071325-0 on at

    To add the Insights tab to the native Contact form in Dynamics 365 Customer Insights, you need to customize the form using XML and marketing handlers. Here are the steps:

    1. Export the custom Contact form as an unmanaged solution, ensuring you have a placeholder tab clearly labeled for the Insights tab.
    2. In the exported solution's form XML, locate the <tab> section where you want to add the Insights tab. Replace it with the following code snippet:
     
    xml
    <tab name="{f94785d7-45b5-4625-99d2-18ded86c7997}" id="{ce542e0b-8106-42b0-9888-f197e943e1d3}" visible="true" IsUserDefined="0" locklevel="0" showlabel="true" expanded="true" contenttype="expandAvailableSpace" labelid="{3cc00f2f-b9fe-4e50-a2a9-bfe5ee171632}">
    <labels>
    <label description="Insights" languagecode="1033" />
    </labels>
    <columns>
    <column width="100%">
    <sections>
    <section name="insights_section_new" showlabel="false" showbar="false" locklevel="0" id="{9f2b5989-d7c2-4a6b-b04b-131a2ad179e4}" IsUserDefined="0" layout="varwidth" columns="1" labelwidth="115" celllabelalignment="Left" celllabelposition="Left" labelid="{c3c6d5c3-095a-452b-a3b4-2f729780119a}">
    <labels>
    <label description="Insights" languagecode="1033" />
    </labels>
    <rows>
    <row>
    <cell id="{3749ec0d-f4dc-42ef-8a6f-bf67ef297f7f}" showlabel="false" locklevel="0" labelid="{66e9d3f2-ccdf-409f-b463-0afa2d7bd488}">
    <labels>
    <label description="Insights" languagecode="1033" />
    </labels>
    ...
    1. Add the relevant <controlDescriptions> to your custom Contact form XML.
    2. Ensure the following marketing handlers are included in the XML, under the <tabs> section:
     
    xml
    <handlers>
    <handler type="FieldControl" control="header_control_1" event="onload" handlerUniqueId="5c6b5c5a-b7d5-4d7c-8d8c-4d5c6b5c5a5c" handlerName="header_control_1_onload" />
    <handler type="FieldControl" control="header_control_1" event="onchange" handlerUniqueId="5c6b5c5a-b7d5-4d7c-8d8c-4d5c6b5c5a5c" handlerName="header_control_1_onchange" />
    <handler type="FieldControl" control="header_control_1" event="onblur" handlerUniqueId="5c6b5c5a-b7d5-4d7c-8d8c-4d5c6b5c5a5c" handlerName="header_control_1_onblur" />
    </handlers>
    1. Save the changes to the custom Contact form XML, import the updated solution, and publish the form.

    After following these steps, the Insights tab, including real-time insights, should be visible on the native Contact form in Dynamics 365 Customer Insights

     
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  • KS-24051833-0 Profile Picture
    KS-24051833-0 7 on at
    Thank you! Quick question - how do you export only the custom contact form?
  • Suggested answer
    2manyquestions Profile Picture
    2manyquestions 13 on at
    You add the form to a new solution in the maker portal, with the form being literally the only thing in the solution. Then export the solution like the first step suggests. 

    But if you don't know this, you may have a problem at other steps. That copy of these steps assumes you have prior knowledge. Here is the full version. 
    https://www.ameyholden.com/articles/insights-tab-custom-form-realtime-marketing

    Even that assumes you have used make.powerapps before.. but with the full guide, you should be able to figure it out. Just go to the maker portal (make.powerapps.com), click on "Solutions" from the navigation bar to the left. You'll see "+ New Solution button" on the top nav bar, click it then create the blank solution and follow the guide from there.

    Hope this helps!

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