Error Connecting to InsideView from CRM

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Problem

Error CRM13 throws the following error:

“There was an error connecting to InsideView. Please refresh the page and try the operation again.”

The possible cause of this could be a browser issue. 

Solution

StepDescriptionDetails
 1 Go to Tools Menu Click Tools menu from your browser.
 2 Go to Options Select Internet Options.
 3 Open Security Tab Click the Security Tab.
 4 Uncheck Protected Mode Options  For each of the zones: Internet, Local Intranet, Trusted Sites, and Restricted Sites uncheck the "Protected Mode On" option. This is to ensure that the Protected Mode is OFF.
 5 Close the browser sessions Close your browser. Close all open browser sessions as well.
 6 Open a new browser session Open a new browser session and try your operations again.
 7 Move to next step If the problem persists continue to the next step.
 8 Go to Tools Option Click the Tools option from the browser Menu.
 9 Go to Options Click Internet Options.
 10 Open Privacy Tab Click the Privacy Tab.
 11 Open Advanced Options Click Advanced.
 12 Uncheck the indicated option Check the box “Override automatic cookie handling”.
 13 Make changes Accept First and Third Party cookies.
 14 Check the specified option Check the box “Always allow session cookies”.
 15 Log out Log out of the CRM.
 16 Close the brower tabs Close all Open tabs in the browser.
 17 Open a new browser session Close the browser and open a new browser session.

Log back into your CRM and make sure that you can now see the InsideView window.

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