Installing Insights 4.2 in Microsoft Dynamics CRM On-Premises

Follow

You can install InsideView Insights 4.2 in Microsoft Dynamics CRM 2015 version and above. In order to install InsideView Insights 4.2 in older versions of Microsoft Dynamics CRM, such as 2011 and 2013, it is recommended to upgrade your CRM to a newer version.

Before you begin your installation, please read the Admin Notes for Installing InsideView Insights for Microsoft Dynamics 365 article in our Knowledge Base and ensure that pop-up blockers are turned off in your web browser.

Step Description Details
1 Download Insights 4.2 Download the InsideView Insights 4.2 package from the InsideView Insights: https://www.insideview.com/insights-enterprise/ web page.

1_small.png

Click the Download Now link as illustrated above.

2 Log in to Dynamics Log into your Microsoft Dynamics CRM as an Administrator with the System Customizer role.
3 Open Solution Explorer Navigate to Settings > Solutions or Settings > Customization > Solutions.

2_small.png

4 Import the package Click the Import Solution icon or link and select the downloaded zip file from your local computer.

3.png

5 Complete installation  Follow the instructions in the installation prompt to complete your installation.

Make InsideView Insights available to everyone in your organization. For more information, read the article, Making InsideView Insights Available through the Dynamics CRM Online Web Client in our Knowledge Base.

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