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 184.108.40.206 to 220.127.116.11 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:
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