Removing InsideView Data Integrity Components from Microsoft Dynamics CRM

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The System Administrator role has full access to everything in CRM, and the InsideView Data Integrity components are always visible to users with the System Administrator role because you cannot customize this role.

To remove the InsideView Data Integrity button from your other user roles, follow these steps:

Step Description Details
 1 Go to the Security Roles To access the InsideView Data Integrity button within Microsoft Dynamics CRM:
  • Go to Settings > Security > Security Roles. remove_DI.png
  • In the Security Roles page, select the applicable Security role. For example, select the Sales Team Member link as illustrated:

    DI_button.png
 2 Remove the InsideView Data Integrity Button Entity In the Security Role detail page, select the Custom Entities tab.

DI_customize_small.png

Search for the InsideView Data Integrity Update Button Entity row and deselect Create, Read, and Write Columns to make it Green to remove at the organization level.delete_DI_small.png 

Note: The Data Integrity Update button in the Account, Contact, and Lead objects are visible only if the user has Read privilege for the InsideView Data Integrity Update Button Entity. If you remove this privilege, the user will not see this.
 3 Remove InsideView Data Integrity Tile Entity Search for the InsideView Data Integrity Tile Entity row and deselect Create, Read, and Write Columns to make it Green to remove at the organization level. 

DI_Tile_small.png

Note: The Data Integrity Tile is visible in the Sitemap only if the user has Read privilege for the InsideView Data Integrity Title Entity. If you remove this privilege, the user will not see this.
 4 Remove InsideView Insights Entity Search for the InsideView Insights Tile Entity row and deselect Create, Read, and Write Columns to make it Green to remove at the organization level. 

DI_Insights_small.png

Note: The InsideView Insights Tile is visible in the Sitemap only if the user has Read privilege for the InsideView Insights Title Entity. 
 5 Remove Insights Configuration Search for the Insights Configuration row and deselect Create, Read, and Write Columns to make it Green to remove at the organization level. 

DI_configuration_small.png

Note: The Insights Organization Settings is visible in the Sitemap only if the user has Read privilege for the Insights Configuration entity. 
 6 Save

Click Save and Close.

Repeat these steps for all the assigned security roles.
 7 Hide Saleshub with InsideView app You can hide the Saleshub with InsideView app if required. 

To hide this app, follow these steps:

  • In Classic Dynamics CRM, go to Settings > Apps and select the Sales Hub with InsideView link and then click Manage roles.

    DI_Sales_Hub.png

  • In UCI view, click the Settings gear icon/options> Advanced Settings > Settings > Apps and select the Sales Hub with InsideView app and then click the Manage roles link.DI_Sales_Hub1_small.png
  • Click on the specific user role for which you want to hide or show this app. For example, if you want to hide this for the Sales Team Member role, select that user role and click Save.DI_Sales_Hub2.png

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