Insights Enterprise, powered by InsideView delivers data, insights and connections directly into your Microsoft Dynamics CRM Online or Dynamics 365 environment. Once enabled, you will have access to Insights Enterprise in your Account, Lead, Contact, and Opportunity page-views.
Existing InsideView Customers
If you have upgraded to Microsoft Dynamics 365 or simply wish to upgrade your Insights Enterprise package to the newer Insights Enterprise package to get all the latest features, first uninstall the existing InsideView package and then install the new Insights Enterprise package. There will be no change to your existing InsideView license type.
Effective November, 2016, installing Insights Enterprise, powered by InsideView is done via Insights Enterprise webpage.
- To install the Insights Enterprise solution for Microsoft Dynamics CRM On-Premises 2015 or 2016, click Download & Install to download the package zip file to your local computer.
- On the Insights Enterprise page, click Installation Guide to download the PDF and follow the instructions in the guide and installation prompts to complete the installation.
- Setup a proxy CRM user to provide your CRM users with seamless data sync/export.