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  3. Installing InsideView Insights 5.x in Microsoft Dynamics CRM and Dynamics 365

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Installing InsideView Insights 5.x in Microsoft Dynamics CRM and Dynamics 365

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  • 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
  • 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
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