Getting to the Discovery Center

Follow

You can launch the Discovery Center from the Dynamics 365 tile menu. The Discovery Center launches a search page where you can enter the company names that you want to find. Here’s how:

Step Description Details
1 Launch Discovery Center Go to the InsideView Insights work area. Click the Discovery Center link. 

1_Launch_DC_small.jpg

Note: The Org Settings link will be visible only to the Microsoft Dynamics CRM account administrator.

2 Search for a company or contact  In the Discovery Center page, enter the name of the company or the contact that you want search.

If you type Mic in the search area, all company and contact that starts with Mic and contains Mic in their names are populated in the list as illustrated.

2_small.jpg

If you type Umb in the search area, all companies and contacts that starts with Umb and contains Umb in their names are populated in the list as illustrated.

3_small.jpg

Note: In the search results, you will also see former employees that are indicated with (Former).

3 View company details  Select the desired company to open the Company Details page.

4_small.jpg

The Company Details page shows the Firmographic data, Key Contacts, and Insights (company news) as per your Agents selection.

Note: You can use the Search area at the top of this page to change the company just by entering the name.

4 View contact details  Select the desired contact to open the Contact Details page.

5_small.jpg

The Contact Details page shows the Contact Details, Company’s Firmographic data, Job Functions, Other Key Contacts, and Insights (contact news) as per your Agents selection.

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