You can create custom forms under Account, Contact, Lead, and Opportunity entities and enable Insights on those forms. Follow the instructions in this article to enable the Insights application.
To create a custom form under Account, Contact, Lead, and Opportunity entities, refer to the Microsoft Dynamics CRM Online Help Documentation.
Note: These steps are applicable only for the Insights 3.4 solution package:
|1||Open the Entity Main form.||Go to Settings > Customization > Customize the System > Entities > Account > Form > Select the Entity Main form.
The following screen appears:
|2||Add Insights 3.4 connector||
|3||Add the Web Resource properties||On the Web Resources page, enter the following properties:
|4||Add the Formatting tab properties||Select the Formatting tab and change the following values:
|5||Add a one-column section||After the Web Resource for Insights 3.4 is added, select the Insert tab and click the One-Column Tab icon.
|6||Add the Insights Connector||Select the new one-column tab and add the Insights connector.
|7||Add an Insights Web Resource||
Click the Web Resource and enter the following information:
|8||Add the Formatting tab properties||
Select the Formatting tab and change the following values:
|9||Save and Publish||
Click Save, then click Publish.
Note: Repeat steps 1-8 for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.
Now, you can navigate to the Account Details page to launch the Insights application in the narrow mash up.