Quick Start Reference - Setting Up Data Integrity in Microsoft Dynamics CRM

Updated August 25, 2022 16:26

This article outlines the various steps needed to set-up Data Integrity Integration in Microsoft Dynamics CRM.

Step	Description	Details
1	Install the latest InsideView Data Integrity package	To learn how to install the InsideView Data Integrity package, please read the articles Installing InsideView Data Integrity in Microsoft Dynamics CRM Online Editions and Installing InsideView Insights via AppSource Marketplace in our Knowledge Base.
2	Enable the InsideView Data Integrity components	InsideView Data Integrity and the Data Integrity update button is only visible to System Administrators and System Customizers upon installation and has to be enabled for needed roles. To enable the InsideView Data Integrity components in Microsoft Dynamics CRM; such as the Products and Settings Tile, and the Data Integrity button, read the articles Configure InsideView Insights 5.0 Components in the UCI App Sitemap and Enabling and Using the InsideView Data Integrity Update Button in Microsoft Dynamics CRM in our Knowledge Base. You must enable the Data Integrity Update button Customize Data Integrity Account Settings for Microsoft Dynamics CRM and grant access to the Data Integrity app to desired user roles/profiles.
3	Add InsideView fields and grant required permissions	It is recommended to add the following fields to the page layouts for each supported objects in Microsoft Dynamics CRM: InsideView Data Integrity Status InsideView Match Status InsideView Date Last Updated These fields are important in helping you to identify the Data Integrity status of the record. Note: Change the InsideView Data Integrity Status field to Not Managed and the InsideView Match Status field to Unmatched for all existing records before executing any Data Integrity processes in the instance. IMPORTANT: Ensure that your account is authorized to use InsideView Data Integrity and all required admin permissions are assigned to your InsideView account. For the list of permissions and to complete the Data Integrity set up for Microsoft Dynamics CRM integration, read the articles Setting Up an Application User and Configuring InsideView Data Integrity in Microsoft Dynamics CRM Online and Setting Up an Integration for Data Integrity in Microsoft Dynamics CRM Online in our Knowledge Base. Note: If the Microsoft Dynamics 365 (O365) admin does not have these permissions, you will need a Global Admin permissions to create an application user, authenticate InsideView application, or complete the InsideView Data Integrity setup.
4	Access the InsideView Data Integrity app	After you have installed and configured InsideView Data Integrity, in the Standard view, go to Dynamics 365 Sales and click the InsideView tile and select the Data Integrity app link. In the UCI view, select the SalesHub with InsideView Insights app and click Sales link, then select the InsideView item as illustrated: Click the Data Integrity app link.
5	Configure the custom field mappings	To learn how to set-up custom field mapping in Microsoft Dynamics CRM, read the article Configuring Custom Field Mapping in InsideView Data Integrity in our Knowledge Base.
6	Create data management processes	To learn how to create new Data Integrity processes for Accounts, Contacts, and Leads, reviewing data management process results read the following section in our Knowledge Base: About Data Integrity Read the following KB articles to create data management processes: Creating an Account Management Process in Microsoft Dynamics CRM Creating an Account Management Process with Custom Rules in Microsoft Dynamics CRM Creating an Email Validation Process for Contacts and Leads in Microsoft Dynamics CRM Note: Repeat steps 1 to 6 for a new environment in the same Account. Please note that processes for all existing connected Data Integrity organizations are accessible through any Data Integrity interface. You can access, create, or edit processes in Microsoft Dynamics CRM Sandbox, Production, and UAT in the same user interface when logged into Sandbox.
7	Enable Account hierarchies workflow	To learn how to enable Account Hierarchy in Data Integrity, read the article Managing Account Hierarchies in Microsoft Dynamics CRM in our Knowledge Base.
8	Enable Lead to account mapping settings	To learn how to enable Lead to Account mapping in Data Integrity, read the article Managing Lead to Account Mapping in Microsoft Dynamics CRM in our Knowledge Base.