Enabling Insights 3.4 for Custom Forms in Microsoft Dynamics CRM Online (Version 9) – InsideView

You can create custom forms under Account, Contact, Lead, and Opportunity entities and enable Insights in the custom web forms. For information regarding how to create custom web forms, refer to the Microsoft Dynamics CRM Online Help Documentation.

If you have upgraded to Microsoft Dynamics CRM Online version 9, the Information form is not available. For this reason, you cannot configure the Insights CRM View in the Information form. To configure the Insights CRM view in custom web forms of supported entities, use any one of these options:

Enable the Summary CRM view.
Enable the Detailed CRM view.
Enable Summary and Detailed CRM views in two different forms of the same entity.

Note: Insights 3.4 is compatible only with the web form and does not support the Unified Client Interface (UCI) form.

Enabling the Summary CRM View

You can configure the Summary CRM view only if the Detailed CRM view is not enabled on the custom web form.

Step	Description	Details
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 Web Resource.
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 formatting 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	Save and Publish	Click Save, then click Publish. Note: Repeat steps 1-4 for Account, Contact, Opportunity, and Lead Microsoft Dynamics CRM entities.

Result:

Now, you can navigate to the Account Details page to launch the Insights application in the Summary CRM view.

Enabling the Detailed CRM View

You can configure the Detailed CRM view only if the Summary CRM view is not enabled on the custom web form.

Step	Description	Details
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 a one-column section	Select the Insert tab and click the One-Column Tab icon. Double click in the Tab area to bring up the Tab properties window. Enter the following property values: Enter the name value as SocialInsights. Enter the label value as Insights. Select Visible by default check-box. Click OK.
3	Add Insights 3.4 connector	Select the Section and click the Insert tab. On the Insert tab, click the Web Resource icon.
4	Add the Web Resource properties	On the Web Resources page, enter the following properties: 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". Select the Pass record object-type code and unique identifier as parameters check box.
5	Add formatting 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.
6	Save and Publish	Click Save, then click Publish. Note: Repeat steps 1-5 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 detailed CRM view.