Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(1) ShareShare
ReportReport
Posted on by AnthonyUliano
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 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Insights Showing up on Contact Record but not Lead Record
    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

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

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Last month Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans