Setting Up InsideView Enrich for Microsoft Dynamics CRM

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Installing Insideview Enrich in your Microsoft Dynamics CRM is an easy process. This article outlines the procedure to complete your installation for Microsoft Dynamics CRM versions 2015 and Spring 2014. 

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
  • 64.56.203.0 to 64.56.203.255

Sign up for InsideView Enrich

StepDescriptionDetails
1 Go to the Sign Up page Go to the InsideView Enrich sign up webpage: https://marketing.insideview.com/marketing/admin/signin, and then click Microsoft Dynamics.

2 Enter your Microsoft Dynamics URL Enter the URL for your Windows Azure organizational account.

For example, the Microsoft Dynamics CRM URL can follow this convention: https://yourcompanyname.crm.dynamics.com

3 Log in to Windows Azure account Sign in to Windows Azure with your organizational account.

4 Accept Click Accept.

 

A webpage appears confirming that you have successfully signed up for InsideView Enrich with a new account in Authorization Pending status.

Download the InsideView Enrich Solution Package

StepDescriptionDetails
1 Receive authorization email notification Once your Insideview Enrich account is Authorized, you will receive the following email notification from an Insideview Administrator:

2 Select the download link Once your account is authorized, you will see the InsideView Enrich solution page link as illustrated below:

3 Read the Knowledge Base article for download instruction To download the appropriate InsideView Enrich solution package, click the hyperlink in the email for installation instructions. or Go to the following Knowledge Base article:

InsideView Enrich - Microsoft Dynamics CRM Online

In the Insideview Enrich article above, do one of the following:
  • Click and read the Setting Up InsideView Enrich for Microsoft Dynamics CRM Online Knowledge Base article.
  • Click and download the solution package for Microsoft Dynamics CRM Online Carina.
  • Click and download the solution package for Microsoft Dynamics CRM Online 2015 version.
  • Click and download the solution package for Microsoft Dynamics CRM Online 2014 and earlier version.
4 Save the package file When you click the button to download, you will see a dialog to open or save the file. Select Save File and save the file to your local computer.

 

The InsideView Enrich solution package is a compressed (.zip) file that includes the following components:

  • Plugin Assemblies (Folder)
  • Solutions.xml file
  • Customizations.xml file
  • [Content_Types].xml file

Import the InsideView Enrich solution

Important: All unmanaged solutions must be backed up before importing InsideView Enrich into CRM.

To import InsideView Enrich solution package into CRM, follow these steps:

StepDescriptionDetails
1 Sign in with your administrative credentials Make sure you're signed into Microsoft Dynamics CRM as an administrator.
2 Go to the Settings page On the navigation bar, click Microsoft Dynamics CRM and then select Settings.

3 Select the Solutions link Under Settings, click Solutions.

4 Go to the Import page On the Actions toolbar, click Import.

 

5 Browse the location of the package file To browse to the IV for Marketing solution package you have downloaded, click Browse.

or

In the text box next to the Browse button, type the complete path to InsideViewForMarketing_1_0_managed.zip file.

6 Go to next Click Next.
7 View the solution package details After the file is processed, you can click View solution package details to see a list of the solution components that were imported, and then click Next.

8 Import the solution package On the Import Options page, click Import.

When the solution import is done, a message appears notifying you if it was successful. If any of the items could not be processed successfully, the dialog box displays error messages.

9 Ignore the warning message Please ignore the following warning message during import and click Close.

Configure field mapping between InsideView and your CRM

The standard fields in InsideView Enrich are automatically mapped to the relevant fields in your CRM. However, you can customize the auto mapping as per your requirements. You can also overwrite the data on some of the fields in your CRM records with the data in InsideView Enrich.

Follow these steps to configure the field mapping:

StepDescriptionDetails
1 Go to the Sign up page Open the InsideView Enirch Sign Up webpage: http://marketing.insideview.com/marketing, and then click Microsoft Dynamics.
2 Sign in to your Windows Azure account Sign in to Windows Azure with your organizational account.
3 Grant access Click Grant Access. You are taken to the InsideView Enrich dashboard.
4 Select the Custom Field Mapping tab On the dashboard, click the Custom Field Mapping tab.
5 Modify CRM field mappings To modify the CRM field mapped to a IV for Marketing field, click the search icon next to the CRM field.
6 Search for CRM fields

On the CRM Fields dialog, search for the relevant CRM fields and click the one you want to map the selected IV for Marketing field.

7 Select the Overwrite Existing option If you want IV for Marketing to overwrite the existing data in your CRM records for a particular field, click the Overwrite existing check box next to the field.

Note: The Overwrite Existing check box will work only with the default mappings.

 

Important Note: InsideView Enrich uses an access and a refresh token from your Microsoft Dynamics CRM user session to enrich the lead data. By default, Microsoft Azure AD refresh tokens are valid for 14 days. This means as long as you refresh these tokens by signing into your Microsoft Dynamics CRM, InsideView Enrich can use the remote access authorization token and there is no need to re-authenticate a valid token. 

However, if there is no activity in your CRM or InsideView Enrich for 14 days, InsideView Enrich no longer uses the access and refresh token to enrich the lead data. The following email notification is sent to users:

To avoid this problem, you must either create a lead in Microsoft Dynamics CRM within 14 days.

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