The Data Integrity Update button allows users in your organization to quickly update Accounts, Contacts and Leads with InsideView’s comprehensive firmographic and demographic data directly from the Microsoft Dynamics record.
The Data Integrity button is added by default on the page header. It will be visible on default and custom forms of supported entities.
To use the Data Integrity Update button, follow these steps:
|1||Log in||Log in to Microsoft.com with admin user credentials.|
|2||Go to the Insights page||
In the Microsoft Dynamics CRM page, select the SalesHub with InsideView Insights app and click Sales link, then select the InsideView item as illustrated:
In the App Launcher window, select the Insights app and search for Microsoft account as illustrated:
|2||View the Data Integrity CRM View||Go to an Account and select the Data Integrity Update button at the top of the account record.
Click Data Integrity Update to allow users to update CRM field values for that record with the latest InsideView fields and sync the updated data in your CRM with a single click.
Repeat the same steps for Contacts and Leads to update/sync the latest InsideView data.