Only Administrators can configure InsideView Refresh for Salesforce CRM account.
Note: If your organization restricts network access to third party applications, please ask your IT administrator to add the following IP address ranges to allow updates from InsideView:
- 4.63.192 to 52.4.63.223
Supported Web Browsers
The web browsers which support Transport Layer Security (TLS) 1.1 and 1.2 protocols to install InsideView Refresh are:
| Web Browsers | Versions |
|---|---|
| Google Chrome | Current and last major revision |
| Firefox | Current and last major revision |
| Microsoft Edge | Current and last major revision |
| Safari | Current and last major revision |
All Microsoft Dynamics CRM Online implementations are supported for InsideView Refresh installation. However, InsideView Refresh does not support Microsoft Dynamics On-Premises deployments.
Prerequisites
Make sure you have required roles, created a backup of your data as described below and enabled field auditing before your proceed with InsideView Refresh Installation.
Roles Required to Authenticate Access
To install InsideView Refresh, you must have the Microsoft Dynamics System Administrator or System Customizer role who have permissions to read, write and edit the Account entity in the CRM.
Create a Backup of Your Dynamics Instance Data (Optional)
Before installing InsideView Refresh, backup your Dynamics CRM instance data. This is an optional prerequisites. You can back up your CRM data based on your organization's requirement. The Dynamics system back up runs on a daily basis.
For more information, read the Microsoft's online documentation available here: https://technet.microsoft.com/en-us/library/mt748060.aspx.
The Microsoft Dynamics CRM data backup is valid only for three (3) days. Read this documentation https://community.dynamics.com/enterprise/b/dynamics365apps/archive/2017/01/10/how-to-create-a-backup-and-restore-dynamics-365-online-database for more information.
Start Field Auditing for an Organization (account) in Dynamics CRM
You must read the Microsoft's online documentation to back up the account entity and its fields. This task requires the system administrator or customizer role or equivalent permissions. This is an optional prerequisite.
- Go to Settings System Administration.
- In the Administration page, choose System Settings.
- In the System Settings page, click on the Auditing tab, select the Start Auditing check box to start auditing and click Ok.
- For complete list of Entities and their Audit states, click the Entity and Field Audit Settings link in the Auditing tab.
- In the Audit Information page, double-click on the Account entity.
- In the Account entity page, scroll down and select the Auditing check box to enable field auditing for account entity.
Note: By default, all fields for account entity are enabled for auditing. Click the Fields tab in the left pane to enable or disable specific fields for auditing.
- Click Save and then click Publish.
Add InsideView Refresh Account Details
Once you have the CRM Organization ID, share that ID with your InsideView’s customer success manager (CSM). CSMs need this information to provision your InsideView Refresh account. They will also assign your contract start date and rate plan that you have purchased.
Share the Salesforce or Microsoft Dynamics CRM’s Organization ID to which your InsideView Account ID must be mapped.
Note: A unique InsideView Account ID is assigned to your account automatically in the application and your CSM will have it.
Important Notes:
- For Salesforce CRM Org ID, go to Setup Company Profile Company Information and copy the 15 digit org ID. Whenever the CSM enters a 15 digit ID, our current system accepts the 15 digits and converts it to an 18 digit Org ID internally.
- For Microsoft Dynamics CRM Org ID, sign in to your CRM instance and go to Settings Customizations Developer Resources, then search for the ID of your CRM instance as illustrated below:
- Copy the Org ID from Microsoft Dynamics CRM and change it to upper case characters and enclose it with curly braces. An Org ID for Microsoft Dynamics CRM in InsideView Refresh typically uses this format: { 60D1B2FA-FAD6-43C9-B2FD-12610BB15190}.