Setting Up InsideView Insights for Microsoft Dynamics CRM

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Before you install InsideView Insights, please check the following system and software requirements for your Dynamics 365 version.

Supported Version of Microsoft Dynamics 365 and On-premises

This table shows the supported Microsoft Dynamics 365 and On-premises licenses for InsideView Insights.

Note: If you are using Microsoft Dynamics 365 version earlier than 9.0, you should not upgrade or attempt to install InsideView Insights 4.3 solution package.

Dynamics CRM and 365 Versions

Insights 4.x

Insights 3.4

Insight 3.2

Dynamics 365 Plan 1 and 2

Yes Yes Yes

Dynamics 365 for Sales

Yes Yes Yes

Dynamics 365 for Customer Service

Yes Yes Yes

Dynamics 365 for Field Service

Yes Yes Yes

Dynamics for Project Service Automation

Yes Yes Yes

Microsoft Dynamics CRM Online Enterprise and Professional 2016

Yes Yes Yes

Microsoft Dynamics CRM On-premises 2016

Yes No Yes

Microsoft Dynamics CRM Online 2015 Update 1

Yes Yes Yes 

Microsoft Dynamics CRM Online 2015 Update

Yes Yes Yes 

Microsoft Dynamics CRM On-premises 2015

Yes No Yes

Microsoft Dynamics CRM Online 2013

No Yes Yes

Microsoft Dynamics CRM On-premises 2013

No No Yes

Microsoft Dynamics CRM Online 2011

No Yes Yes

Microsoft Dynamics CRM On-premises 2011

No No Yes


Note
: If you are using Microsoft Dynamics CRM version prior to 7.0, which is CRM 2015 version, you should not upgrade or attempt to install InsideView Insights solution package.

Supported Version of Microsoft Dynamics CRM via Outlook Client

This table shows the supported Microsoft Dynamics CRM versions via Outlook 2016 and 2013 clients for InsideView Insights:

Product Name

Version

Outlook Version

Microsoft Dynamics CRM 2016 Microsoft Office 2016
Microsoft Dynamics CRM 2015 Update 1 Microsoft Office 2016, 2015, and 2013
Microsoft Dynamics CRM 2015 Update Microsoft Office 2013

 

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