2013/15/16 Online: Installing Insights, Powered by InsideView in Microsoft Dynamics 365

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Insights, powered by InsideView helps you find more leads, win more deals and grow and retain your accounts. Insights infuses your Microsoft Dynamics CRM Online with essential company and contact data, business insights and selling triggers, and connects directly to your largest referral network and social media feeds. The information in Insights is constantly updated from 40,000 financial sources and social media resources and validated with our data science technology to ensure that you have the most accurate and complete lead information.

Note: The product Insights, powered by InsideView is referred as “Insights”. In some cases, “Insights” is used to refer to specific features of this product, such as Tab names and User Interface (UI) elements. These references should not be confused with the product name.

You can install Insights, powered by InsideView by utilizing the solution feature. The next sections of this article provide you detailed steps to install Insights, powered by InsideView in Microsoft Dynamics CRM versions 2013, 2015 and 2016. 

Important Notes:

  1. If your organization restricts network access by third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:

    • 52.4.63.192 to 52.4.63.223
    • 64.56.203.0 to 64.56.203.255

  2. Insights mashup may not load and CRM 13 error is displayed if the following websites are not added to your trusted sites list in your browser - about:blank*.insideview.com , *.dynamics.comlogin.windows.net and login.microsoftonline.com

    You must add all of the above websites into your Trusted Sites only when Protected Mode is ON in the Internet Zone. By default it is ON.

    To add the website, open the Internet Explorer and go to Settings > Internet Options > Security > Trusted Sites and click Sites.

    To troubleshoot CRM 13 error, read the article Error: CRM 13 on our Knowledge Base.  

  3. Insights, powered by InsideView is available only for Professional and Enterprise Microsoft’s CRM license types. Insights is not available for Basic or Essentials licenses.

Installing Insights, powered by InsideView in Dynamics CRM 2013/2015/2016

Effective November, 2016, installing Insights, powered by InsideView can be done through Microsoft's AppSource Marketplace portal only.

Step Description Details
 1 Go to AppSource Market place

Go to the Microsoft’s AppSource Market Place: https://appsource.microsoft.com/en-us/marketplace.

 2 Search for Insights, powered by InsideView solution

Enter the product name as Insights, powered by InsideView in the Search field and click the Search.

 3 Get Insights solutions In the Search Results page, select the Insights, powered by InsideView application and click Get.

 4 Log in to Microsoft Dynamics CRM Enter your login credentials and click Sign in to open Microsoft AppSource.

 5  Accept Terms of Use Click Continue to open the Terms of Use page.
 6 Select the check boxes

On the Terms of Use page, select the Agree to Microsoft’s Legal Terms and Privacy Statement and Agree to Privacy Statement and Legal Terms for importing solutions into Dynamics 365 check boxes and click Agree.

 7 Verify the installation status Verify the status for the Insights, powered by InsideView solution is now  Installation pending, which indicates the installation has started.

 

 8 Check installation Verify the status for the Insights, powered by InsideView solution changes to Installed, indicating that installation was successful.  
 9 Make Insights available 

Make Insights, powered by InsideView available to everyone in your organization.

Note: Anyone who is set up as an Office 365 global administrator can make Insights, powered by InsideView available to all users in the organization. We recommend administrators should grant access via this option which provides the most seamless and managed experience.

  • Open any account, lead, contact or opportunity record in CRM to open the Insights, powered by InsideView window.
  • Go to Microsoft Dynamics CRM > Settings > Org Settings.
  • On the Insights, powered by InsideView screen, click Continue to enable OAuth for all users in an organization.

        

 10 Accept OAuth access

When prompted, sign in with your administrator credentials and click Accept.

 11 Grant Access and complete installation

Once the installation is complete, navigate to any Account, Lead, Opportunity or Contact view to access Insights.

The user access request starts automatically, and you will know it is finished when you see the Insights Organizational Settings page in the CRM window.

Note: Only administrators will see this page.


 

Note: After Steps 6-11 have been completed, you will receive an email from Microsoft Online Services Team notifying you that ‘An application has been granted access to data in Windows Azure AD.’  and Insights, powered by InsideView is now available to all users in the organization.

If you have any questions, please contact Microsoft's Support Team.

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