InsideView Apex allows you to create both static and dynamic account based lists. A dynamic list pulls account data directly from CRM via an application user. Here’s how you can create dynamic account based lists from Microsoft Dynamics CRM Online:
|1||Log in to InsideView||Log in to InsideView Admin Portal with user credentials.|
|2||Go to the List page||Click Apex in the left pane and select the Account Based Lists option. To create a new list, click New.
|3||Create a dynamic list||In the Account Based List wizard, if your Microsoft Dynamics CRM Online instance is not configured the following screen appears:
In this case, contact your system administrator to configure your Microsoft Dynamics CRM Online integration to allow your CRM to communicate with InsideView Apex for creating dynamic account based lists.
If you do have a Microsoft integration configured for your organization, click Create with Microsoft and select the Microsoft CRM Org ID you want to use to create your dynamic list.
If an application user is not configured in InsideView Apex for your Microsoft Dynamics CRM Org ID, the following screen appears:
Note: For each Microsoft Dynamics organization, the CRM administrator should configure an Application User.
To learn more about an application user in Microsoft Dynamics CRM, read the article “Creating an Application User for Microsoft Dynamics CRM Integration” in our Knowledge Base.
|4||Select a Microsoft Org ID||Once the application user is configured, click Create with Microsoft and select a CRM ORG ID that you just configured with an application user credentials or any existing CRM ORG ID with a preconfigured application user.
You can also select the Link Another Integration to Apex link to choose a different integration from the list.
Note: To link an integration from the list and allow users from your organization to create a dynamic account based list, you must create an application user.
Select an Integration and click Sign in with Microsoft. To create an application user, follow instructions in the article “Creating an Application User for Microsoft Dynamics CRM Integration” in our Knowledge Base.
|5||Define rules||If the Integration User credential matches with CRM organization ID, the Define your rule for selecting accounts screen appears.
You can build a rule for selecting accounts by clicking either click +Add Condition or +Add Rule.
|6||Add condition||When you click + Add Condition, enter the following details to define the condition:
Use Case Examples
Here are few use case examples of filters, showing the different fields used in Microsoft CRM with an operator and a sample value:
|7||Start matching process||Click Next. The account matching process begins.
|8||Review Matches||Once the matching process is completed, click Review.
If a company match is not found, click the Find the correct company link in the following screen below:
Search for a company and click the Select link to choose a correct one, then click Save.
Once all company matches are found, click Next to review all matched accounts that are pulled from Microsoft CRM and click Finish.
|9||Save||Enter the name for your dynamic account based list and then click Save.
After the list is saved, you will it find in the home page for Account Based Lists.