You can customize your Microsoft Dynamics 365 or CRM Online dashboard to view and launch InsideView Insights Watchlist Activity Stream function directly from the dashboard. Use the InsideView Insights Dashboard widget to view the latest news for the companies and people you are tracking right from the Dynamics CRM home screen for business opportunities.
Note: The InsideView Insights Dashboard widget can be configured and accessed only by your Microsoft Dynamics CRM administrator.
|1||Open the CRM Dashboard||Log in to Microsoft Dynamics CRM with System Administrator credentials.
|2||Insert the Insights dashboard||In the Dashboard Editor pop-up, click the Web Resource link.
|3||Add web resource properties||Enter the following properties on the web resource pop-up:
Click OK and then click Save.
|4||Publish customizations||In the Solution Explorer window, select the Sales Activity Dashboard check box or any dashboard that you have customized and click Publish.
|5||View Insights dashboard||Click Close and return to Microsoft Dynamics CRM’s dashboard you will see your Watchlist activity stream in the home page.