Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing
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Dynamics 365
Jun 12, 2023 10:02 PM

Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing

by HubSite 365 about Amey Holden [MVP]

Dynamics 365 Marketing & Power Platform Customer Experience Specialist : ABC "Anything But Code" : Microsoft MVP

Citizen DeveloperDynamics 365Learning Selection

The ‘Insights’ tab for Leads & Contacts in Dynamics 365 Marketing has had a bit of a facelift so that you can see insights for both real time and outbound marke

Learn about Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing

The Insights tab for Leads and Contacts in Dynamics 365 Marketing provides real-time and outbound marketing analytics. This tab can be added to custom forms by editing the form XML. This guide provides step by step instructions on how to do this. More information about the Insights tab can be found on Microsoft's Learn page and from Megan V. Walker's blog post. It is important to note that this should be done in a development environment to ensure the changes are done properly and tested thoroughly before being pushed to production.

Dynamics 365 Marketing is a comprehensive marketing automation platform developed by Microsoft. It is part of the larger Dynamics 365 suite of business applications that aim to provide organizations with integrated tools for managing various aspects of their operations. Dynamics 365 Marketing specifically focuses on helping businesses automate and streamline their marketing activities.

Here are some key features and capabilities of Dynamics 365 Marketing:

  1. Customer Journey Orchestration: Dynamics 365 Marketing enables marketers to create personalized customer journeys by defining and automating the steps a customer goes through during their interaction with a brand. Marketers can design and execute targeted campaigns across multiple channels, including email, web, social media, and more.

  2. Lead Management: The platform provides tools for managing leads throughout their lifecycle. It allows marketers to capture leads through various channels, track their interactions and behaviors, score them based on their likelihood to convert, and nurture them with targeted content to move them further down the sales funnel.

  3. Email Marketing: Dynamics 365 Marketing offers robust email marketing capabilities, allowing marketers to design, create, and send personalized email campaigns to their target audience. It supports email templates, A/B testing, segmentation, and automation, helping businesses engage with their customers effectively.

  4. Event Management: The platform enables organizations to plan, manage, and execute events of all sizes, including webinars, conferences, trade shows, and more. Marketers can handle event registration, attendee management, session scheduling, speaker management, and post-event follow-ups, all within the platform.

  5. Social Media Management: With Dynamics 365 Marketing, marketers can publish, schedule, and track social media posts across popular social platforms. The platform provides analytics and reporting capabilities to monitor the performance and engagement of social media campaigns.

  6. Analytics and Reporting: The platform includes robust analytics and reporting features that allow marketers to gain insights into their marketing efforts. It provides key metrics and performance indicators, such as campaign effectiveness, lead conversion rates, customer engagement, and more. Marketers can use this data to make informed decisions and optimize their marketing strategies.

  7. Integration with Sales and Customer Service: Dynamics 365 Marketing seamlessly integrates with other applications within the Dynamics 365 suite, such as Dynamics 365 Sales and Dynamics 365 Customer Service. This integration ensures smooth data flow and collaboration between marketing, sales, and customer service teams, enabling a unified customer experience.

Overall, Dynamics 365 Marketing offers a comprehensive set of tools for businesses to plan, execute, and analyze their marketing campaigns. It helps organizations drive customer engagement, generate leads, and nurture customer relationships, ultimately contributing to business growth and success.

More links on about Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing

How to – add Contact Insights / Account Insights to the form ...
Nov 11, 2022 — Here we will be adding the Contact Insights tab to one of the existing forms to the Lead. Using the Form XML Manager (XrmToolBox plugin – ...
How do I add Insights tab to custom form?
Nov 12, 2020 — e.g: Insights tab is already available to the OOB Contact form, therefore, open it in form editor and click "Save As" button. In Dynamics, only ...
Add the Insights tab to custom Leads and Contact forms in ...
How to add the new real-time marketing insights tab for Dynamics 365 Marketing onto your custom Lead and Contact forms. Analytics and insights - everywhere!
Real-time Marketing Contact Insights
Apr 17, 2023 — Real-time Marketing Contact Insights are now available. Simply visit the Insights tab on a Contact record to get detail of Emails and Forms.
Add Sales Insight to Custom Forms in Microsoft Dynamics
Solution · 1. Edit the form you want to add MSI to to add a tab, and a web resource: Screen Shot 2017-04-21 at 11.22.00 AM.png · 2. Then select the mkt_/ ...
Analyze lead and contact behavior with Dynamics 365 ...
Oct 15, 2021 — Dynamics 365 Marketing provides analytics for nearly all entity types, which can easily be accessed by opening a record's Insights tab. Toggle ...


Dynamics 365 Marketing, Insights tab, Leads & Contacts, Custom Forms, Real-Time Marketing Analytics, Contact Insights, Megan V. Walker