2011/13/15 On-Prem: Admin Notes for Installing InsideView Sales in MSD CRM


The notes below is intended for administrators of MSD CRM who must refer to this as a prerequisite before proceeding ahead with InsideView Sales installation. 

A. On-Premises users please take the following additional steps:

Download the Microsoft Dynamics CRM 2011 Implementation Guide (click here) – Follow instructions in section “Configure Microsoft Dynamics CRM for Internet-facing deployment” to set up an IFD environment.

 1 Download the tool Download the Microsoft Dynamics IFD configuration tool from:http://support.microsoft.com/kb/948779
 2 Add the IP range Instruct your network administrator to add the following IP range to to allow access your network.
 3 Configure the external DNS Instruct your network administrator to configure the external DNS to allow https://your.dynamicsurl.com to resolve from outside the firewall
 4 Complete DNS replication  Wait 4-6 hours to allow time for DNS replication to complete

B. Please ensure binding type is set to HTTPS. For information, read Configure-Microsoft CRM On-Premise for HTTPS All Versions on our Knowledge Base.

C. Consider setting up a proxy user to provide seamless Sync/Export.

You can now set up a proxy CRM user in InsideView to provider your CRM users with seamless data sync/export. Click here for instructions on setting up a proxy user.

D: Please add the following sites as your trusted sites:

- https://my.insideview.com

- https://insideview.exceda.com

- https://*.akamaiedge.com

- https://*.Cloudfront.net

Instructions on how to add a trusted site here: http://windows.microsoft.com/en-US/windows-vista/Security-zones-adding-or-removing-websites

E: Any/All Unmanaged Solutions must first be backed up (By exporting them as unmanaged solutions) before importing the InsideView managed solution.

SUPPORT – Contacting InsideView Support

Please contact us if you have any questions about InsideView edition or if you (or your administrator) need any assistance configuring Microsoft Dynamics CRM.Email:

Dial (415) 728-9300
Press ‘3‘ for sales

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk