Installing InsideView Sales 3.2 in Microsoft Dynamics CRM 2011 or 2013 On-Premises (Legacy)

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This article outlines the installation process for Microsoft Dynamics CRM 2011 or 2013 On-Premises versions. You may also install InsideView Sales 3.2 in older versions of CRM.

If you wish to install InsideView in a newer version of CRM, such as 2015 or 2016, refer to the article Installing Insights Enterprise in Microsoft Dynamics CRM 2015 and 2016 On-Premises

Before you begin your installation, please refer to the Admin Notes and ensure that pop-up blockers are turned off in your web browser. 

  1. Download the Insights 3.2 package, by clicking the .zip link in this KB article.
  2. Log into your Microsoft Dynamics CRM as an Administrator with the “System Customizer” role.
  3. Navigate to Settings > Solutions or Settings > Customizations > Solutions as illustrated in the following screen:

              

  1. Click the Import Solution icon or link and select the downloaded zip file from your local computer.

         

  2. Follow the instructions in the Installation prompts to complete your installation.

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