Enabling Insights 3.4 for Custom Forms in Microsoft Dynamics CRM Online (Legacy)

Follow

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:

StepDescriptionDetails
 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
  • Select the Section and click the Insert tab.

  • On the Insert tab, click the Web Resource icon.

 3 Add the Web Resource properties On the Web Resources page, enter the following properties:
  • Search and select the iv_connector_narrow web resource.
  • Enter the Field Name and Label Properties field values as WebResource_Insights and Insights.
  • Enter the Web Resource Custom Parameter(data) property values as "solutionVersion=3.4&crm_version=v102&form_name=main".
  • Select the Pass record object-type code and unique identifier as parameters check box.

          

 4 Add the Formatting tab properties Select the Formatting tab and change the following values:
  • Select the One-Column check box.
  • Enter the value for Number of Rows as 20.
  • Select the Automatically expand to use available space check box.
  • Deselect the Display Border check box.

              

  • Click OK.
 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:

  • Search and select the iv_connector web resource.
  • Enter the Field Name and Label Properties field values as WebResource_SocialInsights and Insights.
  • Enter the Web Resource Custom Parameter(data) property values as "solutionVersion=3.4&crm_version=v102&form_name=main".
  • Select the Pass record object-type code and unique identifier as parameters check box.

              

 8 Add the Formatting tab properties

Select the Formatting tab and change the following values:

  • Select the One-Column check box.
  • Enter the Number of Rows as 17.
  • Select the Automatically expand to use available space check box.
  • Deselect the Display Border check box.

              

  • Click OK.
 9 Save and Publish

Click Save, then click Publish.

Note: Repeat steps 1-8 for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities. 

Result:

Now, you can navigate to the Account Details page to launch the Insights application in the narrow mash up.

 

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