Adding InsideView to your custom forms is an easy process in MS Dynamics CRM. To accomplish this, perform the following instructions:
Step | Description | Details |
---|---|---|
1 | Log in as admin | Log in to your CRM as an Admin. |
2 | Open the Customization Screen | Point your cursor to Settings -> Click Customizations |
3 | Customize | In the resulting screen, click Customize the System |
4 | Open Entities and expand Account | Click ‘Entities’ on the left side of your screen and then expand Account. |
5 | Select Forms | Select Forms and in the resulting screen click Account. The following screen appears:
|
6 | Customize the Entity Form | To Customize the Entity (Account) Form, perform the following steps:
Go to Insert tab, select ‘One Column’
|
7 | Insert a new Web Resource | Click Web Resource and insert a “Web Resource” using the below details: Select web resource as iv_connector_narrow Name: SocialInsights Label: Insights Select the check boxes as illustrated in the figure below. |
8 | Provide details in the Formatting tab | Under the Formatting tab, specify the following:
No of Rows: 17 |
9 | Save and Publish | Click OK to Save and Publish |
10 | Repeat the steps | Repeat these steps for different forms |
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