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Currently users cannot edit Insights section of Contacts and Lead in Dynamics 365 Marketing.
It's a very useful feature if the Insights section can edit the form, rearrange the field positions to suit the user's taste.
STATUS DETAILS
Completed
Comments
Not only the capacity of edit the tab. must be possible to add it to a custom Form We only have the insights tab available in the "Contact" Form. We use a custom forms and there is no way to add the insights tab implemented in Wave 1 2023 in a Custom Form. Please add this possibility asap
Category: Analytics and Insights
Administrator on 10/8/2024 8:21:17 AM
This capability is now available in RTM.
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/add-insights-to-custom-forms