Skip to main content

Enabling Sales Intelligence Cloud for Unified Client Interface (UCI) application

  • Updated

You can create custom forms under Account, Contact, Lead, and Opportunity entities and enable InsideView Insights on those forms.

Note: Sales Intelligence Cloud is supported only in Unified Client Interface (UCI) view of Microsoft Dynamics 365 version 9.0.

Follow the instructions in this article to enable InsideView Insights for UCI application:

Step Description Details
 1 Open the Main Custom form. Go to Settings > Customization > Customize the System > Entities > Accounts > Forms.

account.png

Select the Entity Main form. The following screen appears:

 2 Add the Web Resource properties Double-click the section where InsideView Web Resource (WebResouce_Insights) is configured to open the Web Resource Properties dialog.

In the Web Resources Properties dialog, enter the following properties:

  • Search and select the iv_/webpages/summary_mashup.htm web resource.
  • Select the Visible by default and Enable for mobile check boxes.

      account1.png     

  • Select the Pass record object-type code and unique identifier as parameters
  • Click OK.
 3 Save and Publish Click Save, then click Publish.

Note: Repeat steps 1-9 for Account, Contact, Opportunity, and Lead Microsoft Dynamic CRM entities.

Result:

Now, you can navigate to the Account Details page to launch the Insights application in the narrow widget.

Note: Currently Overview, Research, Find Contacts, and Family Tree buttons in narrow widget are not supported in Unified Client Interface(UCI) application due to Microsoft Dynamics limitations.

To resolve this known issue, access the detailed CRM view by clicking Insights in the Related tab dropdown.

account2.png

 

Was this article helpful?

0 out of 0 found this helpful