Set up Preferences for the Insights Tab


InsideView  Insights allows you to keep the Insights Summary Panel in expanded view always. By default, an administrator might have selected collapsed option for any tab in which the Insights Summary panel loads. You can now set the preference to keep the summary panel always expanded. Here’s how:

Step Description Details
1 Go to the Insights User Settings Page Sign in to your Microsoft Dynamics application. Go to Dynamics 365 > InsideView Insights > User Settings.


2 Go to Preferences tab Go to the Insights User Settings page, and then select the Preferences tab.

3 Edit preference for Insights tab In the Preferences tab, select the Keep Insights tab expanded check box.

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