Insights Enterprise for Dynamics 365 helps you find more leads, win more deals, grow your business and retain your accounts. It infuses Dynamics with essential company and contact data, business insights and selling triggers; and connects directly to your largest referral networks and social media feeds. The Information in Insights is updated continuously from more than 40,000 financial and social media sources and validated with InsideView’s MTV data science technology to ensure that you have the most accurate and complete lead information.
Note: Insights, powered by InsideView 4.3 is supported only in Unified Client Interface (UCI) view of Microsoft Dynamics 365 version 9.0.
Click the following links to browse through the feature updates and enhancements in the respective products:
In this release, InsideView Insights introduces the following new feature:
Seamless Navigation for Insights Core Features
In this release, InsideView Insights introduces new menu options in the summary panel, which is handy and allows you to access Discovery Center, List Build, Manage Agents, Watchlists, and Connections seamlessly.
To access the navigation option, select the icon. The seamless navigation menu allows you to access and discover InsideView Insights features with just a single click.
As a new user of Insights, powered by InsideView you may find the following training resources helpful. They will show you how to use Insights to do pre-call research, find new prospects, keep your account and contact data up-to-date, and more.
- Training webinar : https://trainme.insideview.com/training-webinar-effective-b2b-selling-with-insights-enterprise/
- Quick Tip videos : https://www.youtube.com/channel/UCPjithmmnhKJlX_RIRSRHcQ
There are no known issues in this release.
For any technical issues, submit a request for technical support. InsideView’s support team will contact you to address your technical problem.
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