Using the InsideView Insights Watchlist Updates Widget

Follow

If your CRM administrator has configured the Insights Dashboard widget, then you can view and filter Watchlists Activity stream directly from the Home screen. Here’s how: 

Step Description Details
 1 Log in to Dynamics 365 Log in to Dynamics 365 and go to the Microsoft Dynamics 365 home, you will see Insights Watchlist Updates Stream.                  crm_watchlist_updates.png
 2 Select options

Select the filters for Watchlists and Agents by clicking on the Drop-down.

dashboard_actions.png

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