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Customer experience | Sales, Customer Insights,...
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Insights on Contact form - Real time journeys

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Posted on by 6
It appears that that the Insights tab on contact card does not show any insights for journeys and this can only be viewed in the timeline. However, the timeline does not show the same level of detail nor is it visual. What is the solution here? Will Microsoft fix this in the future?
 
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  • Erin Lubben Profile Picture
    75 on at
    Insights on Contact form - Real time journeys

    Hi there –

    This behavior is expected and depends on a few factors, including when your tenant went live and whether you're using Real-Time Journeys or have recently transitioned from Outbound Marketing.

    If you've started sending emails through Customer Insights - Journeys, there's a warm-up period before insights begin populating in the Insights tab on the contact record. During this time, you may only see limited data in the Timeline view, which is designed to show a snapshot of interactions, not detailed analytics.

    More on the warm-up period:

    Microsoft outlines this in their documentation:
    Real-time marketing known issues and limitations

    Email Insights:

    For deeper analytics—such as delivery rates, open rates, click-through rates, and device/browser breakdowns—navigate to the Email Insights tab within the specific email message used in your journey. This provides a much richer view than the timeline or contact card.

    Learn more here:
    Email Insights in Customer Insights – Journeys

     

    Timeline vs. Insights Tab:

    The Timeline aggregates interactions across Dynamics 365 apps (Sales, Customer Service, and Journeys), but it’s not designed to be visual or granular. The Insights tab, once populated, offers a more visual and detailed breakdown of engagement across channels.

    Documentation:
    Customer Interactions Timeline

     

    Tip: If you're using custom contact forms, make sure the Insights tab and timeline controls are properly configured. Missing controls can prevent data from appearing even after the warm-up period.

     

    Hope this helps clarify things! Let me know if you need help checking your form configuration or verifying if your tenant is still in the warm-up phase.

  • CU09101414-1 Profile Picture
    6 on at
    Insights on Contact form - Real time journeys
    Hi. Thanks for your message!

    We have transitioned from outbound to RT. It's been over a few months now. We have sent out many emails and see interactions only the email level, but not on the Insights tab on Contact. Also, as I mentioned earlier I see this message in the banner:
     
     
     
     
    Does this mean the insights tab is actually redundant when you move over to Real time? Since it says that "this page leverages interaction data only from Outbound marketing..."
     
     
  • Suggested answer
    Erin Lubben Profile Picture
    75 on at
    Insights on Contact form - Real time journeys
    I have seen this before.
     
    Sometimes when you move from Outbound to RTJ - you need to put in a Microsoft Support ticket to see if they can essentially hit refresh on your environment and application. This insights tab is in fact tied to Journeys not outbound. So as long as you’re sending email through a Journey and not campaign this will populate. My guess it’s it’s just a bug on the tenant. Tickets can be opened through the admin portal.
  • Suggested answer
    ameyholden1 Profile Picture
    6 on at
    Insights on Contact form - Real time journeys
    Looks like you need to update the insights tab to the new realtime marketing one - how to guide here :) https://www.ameyholden.com/articles/insights-tab-custom-form-customer-insights-journeys-component

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