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Add 'Insights' tab to custom form?

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Posted on by 230

We have implemented Dynamics Marketing but I was wondering - is it possible to add the 'Insights' tab to a custom form?

I tried adding the 'Insights' field on the from but it just shows and a text string on the form (like ti also does in classic view) any ideas

Insights-Field-on-Form.jpg?

  • Zackery Profile Picture
    Zackery 5 on at
    RE: Add 'Insights' tab to custom form?

    Great tip, thank you! Will definitely do this mygroundbiz

    I was also wondering - is there any way to se a campaign's performance based on your demographic choices? Not counting age, gender, placement or device. So as in, industry, job title, language, relationship status, location, interest - and so on?

  • AmeyHolden Profile Picture
    AmeyHolden 230 on at
    RE: Add 'Insights' tab to custom form?

    Hey Martin - unfortunately not no - the only way is to create a new form

  • icimasa Profile Picture
    icimasa 390 on at
    RE: Add 'Insights' tab to custom form?

    Hi,

    we are trying to achieve the same thing, any luck getting this to work on an existing form?

    best regards

    Martin

  • AmeyHolden Profile Picture
    AmeyHolden 230 on at
    RE: Add 'Insights' tab to custom form?

    Thanks Clofy - unfortunately it needs to be added to an existing form rather than create a new one in this case but I'm glad this can be achieved with new forms at least

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add 'Insights' tab to custom form?

    Hi Amey,

    Supplement:

    I found that even in modern powerapps form designer, the Insights component will be added by default.(But it not appears in designer view.)

    So we don't need to drag Insights field to form, the component will display automatically after we publish the custom form.

    Regards,

    Clofly 

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add 'Insights' tab to custom form?

    Hi Amey,

    Insight is a built-in component of Dynamics Marketing. 

    Unlike other common components, it won't display in list for us to select.

    The "Insights" field you added is actually a text field, which is not the real Insights widget. (You can find the field in Customization > Contact > Fields.)

    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.

    pastedimage1594717806483v1.png

    Not sure whether it is an issue: after I saved and published the custom form, it didn't display in form selector, thus I took further steps to make it works.

    1. Open Marketing app in App Designer, enable the form.

    pastedimage1594718159003v2.png

    2. Set the custom form as the first item, then publish all customization.

    pastedimage1594718240499v3.png

    Result:

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

    pastedimage1594718329719v4.png

    Regards,

    Clofly

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