InsideView Insight Release Notes v175 (23-May-2020)

About InsideView Insights

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..

What's New in v175?

Click the following links to browse through the feature updates and enhancements in the respective products:

New Features in InsideView Sales

New Features in InsideView Insights

The following new features are introduced in this release:

Enhanced User Interface in InsideView Insights Mobile Layout

The InsideView Insights user experience and navigation are enhanced for the InsideView mobile view and the responsive CRM layout to help you find information easily. With this release, you will see icons for Sync, Wrong Info, and Follow in a single bar highlighted for ease of access. Additionally, the enhanced user interface will yield better performance for lower resolutions.

For more information, read the following articles in our Knowledge Base:

Support for additional fields in Field Mapping

InsideView Insights now supports the new field mapping tab for the Organizational level settings. To use these field mappings, you must first map the new fields with desired CRM fields when you create or update an account, contact, lead, or opportunity objects in Microsoft Dynamics CRM.

In the Organization Settings > Field Mapping tab, you can map these fields:

Account

British SIC Code
British SIC Description
Company Blog URL
Company Twitter URL
Company Facebook URL
Company Status
Primary Business
Site Count

Contact

Executive City
Executive State
Executive Country
Executive Description
Job Level
Job Function
Contact Age
Contact Compensation
Executive LinkedIn Profile
Executive Twitter Profile
Executive Facebook Profile

Lead

British SIC Code
British SIC Description
Company Blog URL
Company Twitter URL
Company Facebook URL
Company Status
Primary Business
Site Count
Fortune Ranking
Executive City
Executive State
Executive Country
Executive Description
Job Level
Job Function
Contact Age
Contact Compensation
Executive LinkedIn Profile
Executive Twitter Profile
Executive Facebook Profile

For more information on these fields and their datatype mappings, read the article InsideView Sales Fields and Datatype Mappings in our Knowledge Base.

Known Issues

There are no known issues in this release.

Support and Feedback

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 kb@insideview.com or click the Feedback button on the right-hand side of this page.

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