Installing InsideView Insights in Microsoft Dynamics CRM and Dynamics 365
- About InsideView Insights for Microsoft Dynamics 365
- Supported Version of Microsoft Dynamics 365 and On-premises for InsideView Insights
- Admin Notes for Installing Insideview Insights for Microsoft Dynamics 365
- Configure InsideView Insights Web Resource in Dynamics 365 Custom Forms
- Configuring Web Browser Settings
- Configuring InsideView Insights 5.0 Components in the UCI App Sitemap
- Add InsideView Insights Dashboard Widget in the Microsoft Dynamics CRM Dashboard
- Setting up Proxy User in Your Microsoft Dynamics CRM or 365 (Online or On-Premises)
- Installing InsideView Insights via AppSource Marketplace
- Making InsideView Insights Available through the Dynamics Web Client
- Insights User Role (New Security Role)
- Verify the Insights Acquisition Alert Setting
- Defining Lead Source for Leads in Microsoft Dynamics CRM
- Upgrading from an Older InsideView Insights Version to Insights 5.x