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:
Unlink Wrong Company and Re-match to a Correct Company
InsideView Insights users can now unlink any incorrect match, and re-match to any company record from InsideView’s database.
To unlink a wrong company, click the Unmatch link. Once the company is unlinked, click Find a Match to search for a correct company in InsideView database to get the latest insights.
You can use the Find a Match option, until you find the right company from the InsideView database.
Note: Follow the same steps to unlink a wrong contact and re-match to a correct contact.
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: Register here
- 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.
Please share your feedback and ideas with us by sending an email to firstname.lastname@example.org or click the Feedback button on the right-hand side of this page.