2015 Online : Adding InsideView 3.2 to MS Dynamics CRM Custom Forms

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 Refer to the snapshot below for other settings
9	Save and Publish	Click OK to Save and Publish
10	Repeat the steps	Repeat these steps for different forms