The notes below are intended for administrators of Microsoft Dynamics 365 On-Premises who must refer to this as a prerequisite before proceeding with an Insights Enterprise installation.
Download the following guides:
- Microsoft Dynamics CRM Implementation Guide for CRM 2015 on-premises
- Microsoft Dynamics 365 Implementation Guide for on-premises
Follow the instructions in the section “Configure Microsoft Dynamics CRM for Internet-facing deployment” to set up an IFD environment.
| Step | Description | Details |
|---|---|---|
| 1 | Download the tool | Download the Microsoft Dynamics IFD configuration tool from:http://support.microsoft.com/kb/948779 |
| 2 | Add the IP range | Instruct your network administrator to add the following IP range 52.4.63.192 to 52.4.63.223 to allow access your network. |
| 3 | Configure the external DNS | Instruct your network administrator to configure the external DNS to allow https://your.dynamicsurl.com to resolve from outside the firewall |
| 4 | Complete DNS replication | Wait 4-6 hours to allow time for DNS replication to complete |
B. Please ensure binding type is set to HTTPS. For information, read Configure-Microsoft CRM On-Premise for HTTPS All Versions on our Knowledge Base.
C. Consider setting up a proxy user to provide seamless Sync/Export.
You can now set up a proxy CRM user in InsideView to provider your CRM users with seamless data sync/export. Click here for instructions on setting up a proxy user.
D: Please add the following sites as your trusted sites:
- https://my.insideview.com
- https://insideview.exceda.com
- https://*.akamaiedge.com
- https://*.Cloudfront.net
Instructions on how to add a trusted site here: http://windows.microsoft.com/en-US/windows-vista/Security-zones-adding-or-removing-websites
E: Any/All Unmanaged Solutions must first be backed up (By exporting them as unmanaged solutions) before importing the InsideView managed solution.
SUPPORT – Contacting InsideView Support
Please contact us if you have any questions about InsideView edition or if you (or your administrator) need any assistance configuring Microsoft Dynamics CRM.Email:
salesteam@insideview.com
support@insideview.com
Phone:
Dial (415) 728-9300
Press ‘3‘ for sales
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