2011 On-Prem : Installing InsideView Sales in Microsoft Dynamics CRM


Note: Please refer to Admin Notes before you begin INSTALLING InsideView. Deploying InsideView sales intelligence to your Account, Lead, Contact, and Opportunity page-views is quick and easy.

Follow the instructions outlined below to deploy the InsideView Solution bundle to your Microsoft Dynamics CRM 2011 instance in just minutes. If you wish to install Microsoft Dynamics for a different version like 2013 or 2015, refer to the article 2013/15 On-Prem : Installing InsideView for Microsoft Dynamics CRM on our Knowledge Base.

Installing InsideView

 1 Download the file To begin, download InsideView Package for Microsoft Dynamics CRM 2011.
 2 Log in as Administrator Log into CRM as an Administrator (specifically with “System Customizer” role).
 3 Go to Solutions Navigate to Setting -> Customization -> Solutions 

 4  Import and select the file Click Import to browse your local computer and select the ZIP file.

 5 Complete the Installation  Follow the instructions and the system prompts to complete the install.

 6 Navigate to any Account Navigate to any Account, Lead or Contact or Opportunity to view the InsideView mash-up. That’s it!

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