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Configuring Sales Intelligence Cloud Components in the UCI App Sitemap

  • Updated

This article provides instructions to configure the Sales Intelligence Cloud section and its subareas in any custom UCI sitemap (default Sales Hub App or any other custom UCI sitemap) in Microsoft Dynamics CRM. The Sales Intelligence Cloud section is added only to the default sitemap when the Sales Intelligence Cloud package is installed.

Follow these instructions to enable the Sales Intelligence Cloud features navigation tile on any custom sitemap:

Step Description Details
1 Open the Sitemap Editor Log in to Dynamics CRM with System Administrator or System Customizer credentials.
  • Go to Settings Customization  Customize the System.
  • In the Solution Explorer, go to Model-driven Apps.
  • In the Model-driven Apps page, double-click on any custom UCI app that you wish to configure for InsideView feature access.

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The PowerApps Designer opens in a new window.

2 Add an area In the PowerApps Designer, select the Site Map you would like to add the InsideView tile on and click the Edit mceclip1.png icon.

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In the Sitemap Designer, click Add and select Area.

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A new area is added on the sitemap. Enter the following properties:

  • Enter the Title property value as InsideView.
  • Select the Icon for InsideView Insight navigation option for the Icon property value.
  • Enter the ID property value as InsightsMain.
  • Select the Show Groups check box.

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3 Add groups Select the InsideView area and drag and drop two groups from the Components panel, into the area.

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Enter the property values for each group:

  • Group 1 - Products
    • Enter the Title property value as Products.
    • Enter the ID property value as InsightsFeatures
    • Enter the value in the Advanced More Descriptions field as Access Various Features of InsideView Insights.

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  • Group 2 - Settings
    • Enter the Title property value as Settings.
    • Enter the ID property value as InsightsSettings
    • Enter the value in the Advanced More Descriptions field as Configure InsideView Preferences.

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4 Add sub-areas Select the group to which you want to add a subarea and click Add Subarea. Add two subareas to the Product group and two subareas to the Settings group.

Enter the following property values for each subarea:

    • Subarea 1: property values for subarea Insights:
      • Type: Select the Web Resource option.
      • URL: $webresource:iv_/webpages/discovery_center.htm or enter the keyword Discovery Center and select the InsideView Insights Discovery Center option.
      • TitleInsights
      • Icon: InsideView Sales Icon 64x64 SVG
      • IDnav_discoverycenter
      • Select the Parameter Passing check box.
      • Expand Advanced SKUs and select all check boxes.
      • Expand Advanced Client and select Outlook and Web check boxes.

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    • Subarea 2: property values for subarea Data Integrity:
      • Type: Select the Web Resources option
      • URL: $webresource:iv_/webpages/di_dashboard.htm or enter the keyword DI Dashboard and select the DI Dashboard option.
      • Title: Data Integrity
      • Icon: InsideView Data Integrity Icon 64x64 SVG.
      • IDnav_didashboard
      • Select the Parameter Passing check box.
      • Expand the Advanced link and select Privileges.
        • In the Entity drop-down, select the InsideView Data Integrity Tile Entity item and click Add +.
        • Click to expand the Privileges for InsideView Data Integrity Tile Entity and select the Create check box.
        • Deselect remaining check boxes.

         

      • Expand Advanced SKUs and select all check boxes
      • Expand Advanced Client and select Outlook and Web check boxes

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    • Subarea 3: property values for subarea User Settings:
      • URL: $webresource:iv_/webpages/insights_settings.htm?data=settingsType%3Duser
      • Title: User Settings
      • Icon: InsideView User Settings Icon 64x64 SVG
      • ID: nav_insightssettings
      • Select the Parameter Passing check box
      • Expand Advanced SKUs and select all check boxes
      • Expand Advanced Client and select Outlook and Web check boxes

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    • Subarea 4: property values for subarea Org Settings:
      • URL: $webresource:iv_/webpages/insights_settings.htm?data=settingsType%3Dadmin
      • TitleOrg Settings
      • Icon: InsideView Org Settings Icon 64x64 SVG
      • IDnav_insightssettingsadmin
      • Select the Parameter Passing check box
      • Expand the Advanced link and select Privileges
        • In the Entity drop-down, select the Solution item and click Add +
        • Click to expand the Privileges for Solution entity and select the create, read, write and delete check boxes
      • Expand Advanced SKUs and select all check boxes.
      • Expand Advanced Client and select Outlook and Web check boxes.

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5 Save and publish Click Save.

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Once the changes are saved, click Publish. Now, you can see InsideView on the custom sitemap.

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