Configure InsideView Insights Web Resource in Dynamics 365 Custom Forms

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Customize your Microsoft Dynamics 365 custom form to view and launch InsideView Insights Summary panel directly when you open an account, contact, lead or opportunity.

Follow the instructions in this section, based on your system administrator’s decision under these scenarios:

  • By default, InsideView Insights solution provides the web resource customization for the standard form. If you wish to move the InsideView Insights web resource to different location within the form, you don’t need do anything.
  • You must not have two InsideView Insights web resources within the Standard or Custom form to avoid the errors due to multiple versions.
  • If you are moving InsideView Insights web resource to a different standard form, you must follow the instructions in this section to configure that form to display the Insights Summary panel.
  • If you are using custom forms to work in your CRM instance, complete the instructions in this section.
Step Description Details
1 Open the Main Custom form To edit the form to which you want to add InsideView Insights connector, navigate to Settings > Customization > Customize the System > Entities > Account > Form > and select the form.

Refer to the image below for example.

2 Add a 1-column tab Click the Insert tab in the ribbon and select the One Column tab.

3 Add the Insights web resource
  • Select the Section and click the Insert tab.
  • On the Insert tab, click the Web Resource icon.

4 Add Web Resource properties The Add Web Resources window pops up, enter the following properties:
  • In the Web Resource field, enter iv and click Search to select the IV Web Resource from the CRM. Select  iv_/webpages/summary_mashup.htm.
  • Enter Insights in the Name and Label field. The name and label values are case-sensitive enter them as shown in the screen.
  • Select the Visible by default and Pass record object-type code and unique identifier as parameters check boxes in the same window as illustrated below:

Notes:

  • Selecting the Pass record object-type code and unique identifier as parameters check box is mandatory. If this option is not selected, no Insights content will be displayed in the CRM panel.
  • If you are using Insights 4.2 version, provide Custom Parameter as solutionVersion=4.2&crm_version=v140. Make sure there is no extra space or any special characters such as new line in the Custom Parameter field after you have entered the above value.
5 Add the Formatting tab properties In the same window, click the Formatting tab on top. Enter the following property values:
  • Number of rows as 20.
  • Select the Automatically expand to use available space check box under Row Layout.
  • Select the As necessary option from the Scrolling drop-down menu.

Click Save.

6 Create the Insights Navigation Link Double-click the Common tile to make it editable. In the Custom Form page, select Insights in the left pane and click the Navigation Link icon.

Note: If the Insights link does not exist under the Common tile, create a new Navigation Link.

7 Add Navigation Link properties On the Navigation Link pop up, enter the following properties:
  • Name as Insights.
  • Icon as iv_/images/insights_32px.png.
  • Search and select the Web Resource URL as iv_/webpages/detail_mashup.htm.

Click OK.

8 Go to the Form Properties page Select the Insights tab and click the Form Properties icon to bring up the Form Properties page.

9 Modify the custom Form Properties To modify the form properties, in the Form Properties page, select the Parameters tab and enter the following information:
  • Click the + Add icon.
  • Enter the Name as iv_onLoadAction.
  • Enter the Type as SafeString.

10 Save and Publish Click Save, then click Publish to publish your customization changes.

Note: Repeat steps 1-17 for Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.

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