Customers who are using an older version of InsideView Insights can upgrade to the latest Insights 5.x package Microsoft’s AppSource Marketplace. Here’s how:
| Step | Description | Details |
|---|---|---|
| 1 | Go to Microsoft’s AppSource Marketplace | Sign in to https://portal.office.com with your Office 365 global administrator credentials and click here to go to Microsoft’s AppSource Marketplace. |
| 2 | Search for InsideView Insights | Enter the product name as InsideView Insights in the Search field and click the Search  icon.
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| 3 | Install InsideView Insights | In the Search Results page, select the InsideView Insights application and click GET IT NOW.
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| 4 | Log in to Microsoft AppSource | Enter your login credentials and click Sign in to open Microsoft AppSource.
On the Insights page, enter the user details and click Continue to open the Terms of Use page.
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5 |
Proceed to view Terms of Use | Select the Permissions check box and click Continue.
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| 6 | Accept Terms of Use | On the Terms of Use page, select the Agree to Microsoft’s Legal Terms and Privacy Statement and Agree to Privacy Statement and Legal Terms for importing solutions into Dynamics 365 check boxes and click Agree.
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| 7 | Verify installation has started | Verify the status for the InsideView Insights solution is now Installation pending, which indicates the installation has started. |
| 8 | Verify installation has completed | Once the installation is complete, verify the status for the InsideView Insights solution changes to Installed, indicating that installation was successful.
Make InsideView Insights available to everyone in your organization. For more information, read the article, Making InsideView Insights Available through the Dynamics CRM Online Web Client in our Knowledge Base. |
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