“Insights for Microsoft Dyanmics CRM Online” Solution for CRM 2016 – Quick Overview.

To configure it –

Go to CRM Admin – Manage your Solutions and Install “Insights for Microsoft Dynamics CRM Online”

Once installed it will add a Web Resource to the forms for Lead, Contact, Account and Opportunity entity.

Click on Insights Organizational Settings in Insights Pane.

Configure the field mapping which can be used to update the CRM records.

Once done with Organization Settings, on opening an Account Record for e.g. Microsoft

Clicking on Show Firmographics brings company details.

Sync or Update allows to update the CRM record.

Edit button lets to select the correct contact\account etc. if incorrect

Flag can be used to report any incorrect information

Clicking on Insights or any other options opens up a new page.

Insights: –

Research:-

Find Contacts:-

Selecting a contact, gives an option to add the selected contact as either contact or lead inside CRM.

In next blog posts, would try covering all the other aspects \ features of Insights solution.

Hope it helps..


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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