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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Insights Showing up on...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Insights Showing up on Contact Record but not Lead Record

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Posted on by AnthonyUliano 13
Hi Everyone, 
 
Insights are showing up on a contact record but not on the associated lead record.  The lead and contact record are associated and we have our forms creating both the lead record and contact record on submission.  Does anyone know why the Lead Insights are blank while the Contact Insights are full of website visits, form submissions, etc.?
 
Thanks,
Tony 
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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi Partner,
    Most of the insights displayed for a lead are the same as those shown for contacts and are taken from the contact record associated with the current lead.
    Because interaction records relate only to contact records, not lead records, most insights are only available for leads that are associated with a contact record.
    Are you sure lead is related to the contact?
    --In the contact form, navigate to 'Related' tab and find 'Lead' option to check it:
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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