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 4.0 solution package:
|1||Open the Main Custom form.||Go to Settings > Customization > Customize the System > Entities > Account > Form > Select the Entity Main form.
The following screen appears:
|2||Add the Insights 4.0 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||Create the Insights Navigation Link page||Double-click on the Common tile to make it editable. On the Custom Form page, select Insights in the left pane and click the Navigation Link icon as illustrated below:
Note: If the Insights link does not exist under the Common tile, create a new Navigation Link.
|6||Add Navigation Link properties||On the Navigation Link dialog box, enter the following information:
|7||Go to the Form Properties page||
Select the Insights tab and click the Form Properties icon to bring up the Form Properties page.
|8||Modify the custom form properties||On the Form Properties page, select the Parameters tab and enter the following information:
|9||Save and Publish||Click Save, then click Publish.
Note: Repeat steps 1-12 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.