Add Insights Tab to the Contact Form
If the Insights tab is missing from your custom Contact form in Dynamics 365 Customer Insights, this guide explains how to add the correct Real-time Insights manually by adjusting the form XML and handlers.
If the Insights tab is missing from your custom Contact form in Dynamics 365 Customer Insights, this guide explains how to add the correct Real-time Insights manually by adjusting the form XML and handlers.
Learn how to use brand profiles in Dynamics 365 Customer Insights to define styles, manage senders, and ensure consistent branding across emails.
Quiet times in real-time marketing help you avoid spamming contacts by controlling when messages are sent across channels in Dynamics 365 Customer Insights.
Learn what can and cannot be changed in live journeys, channels, and segments, including differences between segment-based and trigger-based journeys.
Learn how to create leads in Customer Insights Journeys, manage duplicate handling with matching strategies, and extend lead creation by passing additional journey fields via Power Automate.
Learn how to build weather-based personalization in Dynamics 365 Customer Insights with segment-based emails and trigger-based journeys powered by real-time weather data.