Configuring InsideView Insights 4.3 Features in the UCI App Sitemap

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

Note: These steps are applicable only for the Insights, powered by InsideView 4.3 solution package.

Follow these instructions to enable the Insights features navigation tile on any custom sitemap:

Step Description Details
1 Open 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 Insights 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 Insights
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 Insights.
  • Select 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 Insights 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 - Features
    • Enter the Title property value as Features.
    • 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
      Insights 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 Features group and three subareas to the Settings group.

Enter the following property values for each subarea:

    • Subarea 1: property values for subarea Discovery Center:
      • 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.
      • Title: Discovery Center
      • Icon: Icon for Discovery Center
      • ID: nav_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 List Build:
      • Type: Select the Web Resources option
      • URL: $webresource:iv_/webpages/list_build.htm or enter the keyword
        List Build to select InsideView Insights List Build
      • Title: List Build
      • Icon: Icon for List Build
      • ID: nav_listbuild
      • 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 3: property values for subarea User Settings:
      • URL: $webresource:iv_/webpages/insights_settings.htm?data=settingsType%3Duser
      • Title: User Settings
      • Icon: Icon for User Settings
      • 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
      • Title: Org Settings
      • Icon: Icon for Org Settings
      • ID: nav_insightssettingsadmin
      • Select the Parameter Passing check box
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    • 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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  • Sub area 5: property values for subarea About Insights:
    • URL$webresource:iv_/webpages/about_insights.htm
    • Title: About Insights
    • Icon: Icon for About Insights
    • ID: nav_insightsabout
    • 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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5 Save and publish Click Save.

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

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