Setting Up InsideView Refresh in Microsoft Dynamics 365 or Dynamics CRM

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This article outlines the procedure to complete your account setup after your InsideView Refresh account is authorized by an InsideView Customer Success Manager (CSM). 

Only Administrators can configure the InsideView Refresh in your Microsoft Dynamics CRM instance.

Note: If your organization restricts network access to third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:

  • 52.4.63.192 to 52.4.63.223 

Supported Web Browsers

The web browsers which support Transport Layer Security (TLS) 1.1 and 1.2 protocols to install InsideView Refresh are:

Web Browsers Versions
Google Chrome  v49 and above
Internet Explorer  v11 and above
Mozilla Firefox  v56.0 and above
Microsoft Edge  v40 and above
Apple Safari in Mac OS  v7 and above

Supported Version of Microsoft Dynamics 365 and CRM Online

All Microsoft Dynamics CRM Online implementations are supported. However, InsideView Refresh does not support Microsoft Dynamics On-Premises deployments. 

Prerequisites 

Make sure you have required roles, created a backup of your data as described below and enabled field auditing before your proceed with InsideView Refresh Installation.

Roles Required to Authenticate Access

To install InsideView Refresh, you must have the Microsoft Dynamics System Administrator or System Customizer role who have permissions to read, write and edit the Account entity in the CRM.

Create a Backup of Your Dynamics Instance Data (Optional)

Before installing InsideView Refresh, backup your Dynamics CRM instance data. This is an optional prerequisites. You can back up your CRM data based on your organization's requirement. The Dynamics system back up runs on a daily basis. 

For more information, read the Microsoft's online documentation available here:https://technet.microsoft.com/en-us/library/mt748060.aspx.

The Microsoft Dynamics CRM data backup is valid only for three (3) days. Read this documentation https://community.dynamics.com/enterprise/b/dynamics365apps/archive/2017/01/10/how-to-create-a-backup-and-restore-dynamics-365-online-database for more information.

Start Field Auditing for an Organization (account) in Dynamics CRM

You must read the Microsoft's online documentation to back up the account entity and its fields. This task requires the system administrator or customizer role or equivalent permissions. This is an optional prerequisite.
  1. Go to Settings > System > Administration.audit_fields.png
  2. In the Administration page, choose System Settings.audit_fields1.png
  3. In the System Settings page, click on the Auditing tab, select the Start Auditing check box to start auditing and click Ok.audit_fields2.png
  4. For complete list of Entities and their Audit states, click the Entity and Field Audit Settings link in the Auditing tab.
  5. In the Audit Information page, double-click on the Account entity.audit_fields3.png
  6. In the Account entity page, scroll down and select the  Auditing check box to enable field auditing for account entity.audit_fields4.png

    Note: By default, all fields for account entity are enabled for auditing. Click the Fields tab in the left pane to enable or disable specific fields for auditing.

    audit_fields5.png

  7. Click Save and then click Publish.audit_fields6.png

For the latest information on how to enable audit tracking for Dynamics accounts fields, refer to Microsoft's online documentation available here:https://technet.microsoft.com/en-us/library/dn887214.aspx.

Install the InsideView Refresh package in your Dynamics CRM

It is recommended to install the InsideView Refresh package in your Dynamics CRM Sandbox first.
You can download and install the InsideView Refresh package for the Dynamics Sandbox instance from here: InsideView Refresh solution package.

Note: When your Dynamics CRM backup data is restored to a Sandbox instance, then the sandbox instance must be promoted to production. During this process, the field mappings and filters associated with the existing ORG ID˟˟ may change, which causes an error. To access InsideView Refresh again, the new CRM instance has to be provisioned before the InsideView Refresh package is re-installed. To do this, contact your CSM.

˟˟

The reason the field mappings and filters of the Sandbox may change because the ORG ID of the Sandbox instance in question, might get change after a Sandbox instance is promoted to production instance. For example, ORG ID changes from xyz to zya or bzy. Since, the ORG ID changes, it is not possible to treat this as the older Org ID. This will be, from InsideView Refresh's standpoint treated as a New Org ID, which explains why you do not see the filters.

˟˟

Step Description Details
1 Download InsideView Refresh package Download the InsideView Refresh solution package first and save it in your system.
2 Log in and install the package Log in to your Dynamics CRM instance with system administrator login credentials: 
  • Enter your login credentials and click Sign in to open Microsoft Dynamics CRM instance.
  • Go to Sales > Settings > Solutions. The Solutions page appears:

  • In the Solutions page, click Import to import the installation package that you have downloaded.

  • On the Select Solution Package page, click choose file and select the package file.

  • Click Next.solution_package3.png
  • Once the package is imported, the Solution Information page appears.solution_package4.png
  • Click Next.
  • In the Import Options page, select the Enable SDK message processing steps included in the solution check box and click Import.solution_package5.png
  • Once the package is imported, verify the status for the InsideView Refresh solution in the list, which indicates the installation is completed.

3 Complete InsideView Refresh Setup To complete InsideView Refresh installation, follow these instructions:
  • Go to Dynamics CRM> Sales and select Refresh.

     

  • When you access InsideView Refresh for the first time after installation, the following Authorization screen appears.

  • Click the InsideView Refresh Settings link.

  • In the InsideView Refresh Settings window, click Continue. The InsideView Refresh OAuth screen appears. 

     

  • Click Continue and enter the system administrator login credentials as illustrated:

  • In the OAuth window, click Accept. The OAuth authentication will grant following permissions: 

    • Access to Azure Service Management as organization users (preview)
    • Access to the directory as signed-in user
    • Read and write access to directory data
    • Sign in and read to the user profile
    • Access to CRM Online as an organization user  
  • If your account is not provisioned for InsideView Refresh in Dynamics CRM, the following screen appears.

    Please contact your InsideView customer success manager (CSM) and ask them to provision your account for InsideView Refresh access.
4 Review the installation components

InsideView Refresh will add and populate the following custom fields and workflow rule in your Dynamics CRM:

Important Note: You must not delete these custom fields and workflow rules under any circumstances. These custom fields and workflow rule components are required to push the matches and updates from InsideView Refresh into your CRM.

Custom Fields:

  • MatchedStatus
  • LastUpdatedDateByIV

Workflow components:

  • Account Outbound Rule 
  • Account Outbound Message
  • Account Outbound Rule (for new accounts only)

 

Add an InsideView Refresh Filter

InsideView Refresh allows you receive updates and review matches for your Dynamics CRM account data based on filters you define. To control which accounts are managed by InsideView Refresh, create a filter by following the steps below: 

Step Description Details
1 Go to the InsideView Refresh page To add a new filter, click Create Filter.

 

2 Define filter details In the Define Filter pop-up window, enter the following filter details shown:

 

  • Search  search for an account by typing the account name.
  • Filter Name – enter name of the filter
  • Record Type – select the type of record. For example, Accounts.
  • Match Records – choose either to include or exclude match data for accounts from the Dynamics CRM by selecting the Include Matched Records or Exclude Matched Records option.
  • Status– Turn on/off the filter by dragging the Filter status icon. If it is green, then the filter is active. 
  • Priority – Set the priority value from 1 to 5. For example, select 2 from the list.

Note: You can add up to five filters only. 

Click Next.

3 Map fields

On the Field Mapping tab, by default some InsideView Refresh fields are mapped to your Dynamics CRM fields as illustrated below:

     

To map custom fields, select the following options:

  • Overwrite – Always push field values automatically into your CRM, overwriting your existing values.
  • Overwrite if blank – Push field values automatically into your CRM only when the particular field is empty.
  • Flag only – Send email notifications based on the frequency settings. These updates will also be visible in the Review Updates section.

Notes:

  • You can choose the all the fields by clicking on top Overwrite, Overwrite if Blank or Flag Only option or choose these options for individual fields.
  • If you are mapping fields for the first time, enter the field names to select a field to which you want to map a field.

    

Click Next.

4 Set Frequency

You can configure the frequency at which you want to receive updates from InsideView Refresh.

On the Set Frequency tab, select the type as shown below:

Note: The Start Date and Start Time indicates that the updates will be sent to your CRM from that specified date and time onwards.

You can select the following frequency types:

  • Daily – To receive updates on a daily basis.
  • Weekly – To receive updates from InsideView Refresh on a weekly basis on a specific time as illustrated below:

  • Monthly – To receive updates on a monthly basis on specific time as shown below:

  • Click Next

5 Finish and run a filter Review the filter details and click Finish and Run to execute the filter.

Click Finish and Close to close the Filter page.

6 View the filter To view the filter that you have added, scroll down on the InsideView Refresh home page as shown below:

Select a filter and do any of the following actions:

  • Click the Run icon to execute a filter.

  • The Run Filter pop-up appears.

    run_filter.png

  • Click Yes to run the filter.
  • Click the Edit icon to edit a filter.
  • Click the Delete icon to delete a filter.

     

Upload Dynamics Account Data

InsideView Refresh allows you to upload your Dynamics CRM account data file and update it with the latest information.

Note: In this release, you can add five filters and upload one file. If you add both a filter and upload a file, the file takes the highest priority. The file that you upload will always work according to an “include only” rule. The include only rule will add all accounts from the file into InsideView Refresh and sync account updates into Dynamics CRM.

Any additional file which you upload will replace the existing set of records with the new accounts in the file.

Step Description Details
1 Go to the InsideView Refresh panel To upload account data, click Upload File.

2 Select the data file On the Open pop-up window, select the file you want to upload, as shown below:

Note: The .csv file that you have exported from your Dynamics CRM must include only the Account IDs. The header of the column containing the data you wish to import into InsideView Refresh should be ‘CRM Account ID’.

3 Review upload status

Once you select a .csv file, the upload status tracker is appears.

4. Complete the setup

Once the file is uploaded, follow steps to in the Add an InsideView Refresh Filter section above to add a filter for the accounts data from the file.

 

Review Matches

Once you add a filter or upload an account file, complete the steps described above and then click Finish and Run to execute the filter. 

The Managed Records results is displayed with the Account Match Status and Flagged Updates that available to sync from InsideView Refresh into your Dynamics CRM as illustrated below:

To review matches and updates from InsideView Refresh:

  1. Click the Account Match Status pie chart region to open the Review Matches page. 
  2. Click the Matched, Suggested Match, Unmatched, and In Progress items to open the Review Matches page. 
  3. Click on any field in the Flagged Updates region to view the updates based on the field mapping.

For more information, read the articles Review Matches from InsideView Refresh and Reviewing Updates from InsideView Refresh on our Knowledge Base.

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