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.
|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||
|4||Add Web Resource properties||The Add Web Resources window pops up, enter the following properties:
Note: 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.
|5||Add the Formatting tab properties||In the same window, click the Formatting tab on top. Enter the following property values:
|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:
|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:
|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.