Insights Enterprise for Dynamics 365 helps you find more leads, win more deals, grow your business, and retain your accounts. It infuses Dynamics with the 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 the 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:
Support for Contact Location Filters
InsideView Insights users can now filter contacts using contact locations in the Find Contacts tab. The new Contact Location filters will be enabled when you click the Filter icon. You can select the top 5 contact locations to find contacts in the desired location as illustrated:
You can also add new locations to filter with by clicking the Add Location link at the bottom of the dropdown:
Once you click the Add Location link, you can enter the new location that is not there in the InsideView database.
You can select the location from the list and click Apply.
Once a new location is added, you can find contacts with that particular location as illustrated:
Export Contacts to Excel Spreadsheet
InsideView Insights now allows you to select either one or more contacts from the results and export them in an Excel spreadsheet file with just a single click on the Export icon.
Once you click the Export icon, the contacts are exported to an excel file as illustrated:
Click Export, and once the file is downloaded, click Ok.
As a new user of InsideView 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.
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