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:
- 188.8.131.52 to 184.108.40.206
Supported Web Browsers
The web browsers which support Transport Layer Security (TLS) 1.1 and 1.2 protocols to install InsideView Refresh are:
|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.
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
- Go to Settings > System > Administration.
- In the Administration page, choose System Settings.
- In the System Settings page, click on the Auditing tab, select the Start Auditing check box to start auditing and click Ok.
- For complete list of Entities and their Audit states, click the Entity and Field Audit Settings link in the Auditing tab.
- In the Audit Information page, double-click on the Account entity.
- In the Account entity page, scroll down and select the Auditing check box to enable field auditing for account entity.
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.
- Click Save and then click Publish.
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.
|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:
|3||Complete InsideView Refresh Setup||To complete InsideView Refresh installation, follow these instructions:
|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.
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:
|1||Go to the InsideView Refresh page||Go to Microsoft Dynamics CRM > Sales > Refresh or Dynamics 365 > Sales > Refresh. 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:
Note: You can add up to five filters only.
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:
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:
|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:
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.
|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 2 to 6 in the Add an InsideView Refresh Filter section above to add a filter for the accounts data from the file.
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:
- Click the Account Match Status pie chart region to open the Review Matches page.
- Click the Matched, Suggested Match, Unmatched, and In Progress items to open the Review Matches page.
- Click on any field in the Flagged Updates region to view the updates based on the field mapping.