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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
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
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.
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.
Open Marketing app in App Designer, enable the form, save and publish.
Result:
Now custom form has appeared in selector, and Insights Tab is also there.
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