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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Contact/Lead Insights Tab is missing on forms

(0) ShareShare
ReportReport
Posted on by 85

Has anyone else had the issue where the Insights tab for marketing clicks/opens/etc is missing on the Contact & Lead forms?

Been looking through all my forms and it appears to be completely gone

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

    Hi 365Ryan,

    There are two possibilities for this issue that  the Insights Tab is missing on the Contact and Lead forms. Below are solutions.

    Solution: The Insights Tab may be hided. Uncheck the Hide option.

    2845.pic1.png

    Solution: Add Insights Tab to custom form.

    At first I tried to add a Tab directly to the contact form, but I failed, thus I took further steps to make it works.

    Insight is a built-in component of Dynamics Marketing. Unlike other common components, it won’t display in list for us to select.

    A workaround is that by creating a new form in classic UI, the component will be available by default, then customize the form with layout you want.

    pic2.png

    Open Marketing app in App Designer, enable the form, save and publish.

    pic3.png

    Result:

    Now custom form has appeared in selector, and Insights Tab is also there.

    pic4.png

  • Verified answer
    Joseph Ryan Profile Picture
    85 on at

    Thanks Steve for the detailed response. I'm sure people will find it helpful, particularly the second point.

    For me in the end, I found that the "Insights" forms were disabled on both the Lead and Contact entities - not sure why or how. I'm happy enough having them as separate forms rather than Tabs. The tabs are not available on any main form though which seems unusual

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 70

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans