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:
Family Tree Enhancements
The Family Tree is now revamped to allow you to easily find the child companies that are associated with a parent company. InsideView Insights now provides a consistent Family Tree view both in CRM and Web view. You can toggle to the Map view from CRM to visualize the Family Tree with maps. You can switch to the List view to use the various filters, search options, enable branch data available options, check company status, and options to load more companies in the family tree.
The Family Tree also shows the number of sites for a company if available to provide a competitive advantage for you. The Company Overview page shows the number of sites that are available for a particular company.
Note: The site count is the same as the revenue number or the employee count where the number only represents the current company record.
InsideView Insights lets you search and export the parent and child companies in the Family Tree. You can also enable the Site location data available option to view companies that have branch information in the Family Tree as illustrated:
In the Map view, you can visualize the family tree using various maps. By default, the location filter will be applied on the map to let you view the available locations. The default location will be the United States in the Map view.
In the enhanced Family Tree, you can click the Follow link to add to the selected companies to an existing watchlist or create a new watchlist.
For more information, read the articles Managing Watchlists and How to Export and Update a Company and Contact into your CRM in our Knowledge Base.
InsideView Insights now allows you to select either one or more companies from the family tree results and export them in an Excel spreadsheet or a .csv file with just a single click on the Export icon.
Note: You can export the companies from the Family Tree only when you have purchased credits for the List Build. For each company, a single credit is deducted from your credit balance.
Once you click the Export icon, choose either Export Companies to Excel File or Export Companies to CSV File as illustrated:
The data file is downloaded and you can review the company details that you have exported from the family tree.
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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