Using the InsideView Insights Watchlist Updates Widget

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If your CRM administrator has configured the Insights Dashboard widget, then you can view and filter Watchlists Activity stream directly from the Home screen. Here’s how: 

Step Description Details
1 Log in to Dynamics 365 Log in to Dynamics 365 and go to the Microsoft Dynamics 365 home, you will see Insights Watchlist Updates Stream.

Insights_Dashboard_small.png

2 Select options

Select the filters for Watchlists and Agents by clicking on the filter icon and then click Apply.

insights_filters.png

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