Getting to a Company’s Research Information

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In InsideView Insights, you can get to research information for a company by following these steps:

Step Description Details
1 Log in to CRM Log in to your Dynamics 365 or Microsoft CRM Online instance.
2 Click Research on Insights CRM View Open any Account, Lead, or Opportunity in your CRM and navigate to the Company Details page. Click Research.

3 View company research information The company’s Research Page opens as illustrated:

Research_small.jpg

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