InsideView Refresh allows you receive updates and review matches for your Dynamics CRM account data based on filters you define.
|1||Go to the InsideView Refresh page||Navigate to Microsoft Dynamics CRM > Sales > Refresh or Dynamics 365 > Sales > Refresh.
To add a new filter, click +New.
In the InsideView Refresh page, click Create Filter to add a new rule.
|2||Define filter details||In the Define Filter pop-up window, enter the following filter details shown:
To define the parameters of your filter, enter the following filter details:
Note: You can add five filters only. Exclude filter takes the highest priority.
On the Field Mapping tab, by default some InsideView Refresh fields are mapped to your Dynamics CRM fields as illustrated below:
To map custom fields, select the following options:
You can configure the frequency at which you want to receive updates from InsideView Refresh.
On the Set Frequency tab, select the type as shown below:
If you want to run rule immediately, select the Run now and at the scheduled date and time check box and then click Next.
Note: The Start Date and Start Time indicates that the updates will be sent to your CRM from that specified date and time on wards.
You can select the following frequency types:
|5||Finish and run a filter||Review the filter details and click Finish and Run to execute the filter.
Click Finish to close the Filter page.
|6||View the filter||To view the filter that you have added, scroll down on the InsideView Refresh home page as shown below:
Select a filter and do any of the following actions: