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 |
