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Trouble with Insideview Insights on Unified Interface

  • 1.  Trouble with Insideview Insights on Unified Interface

    Posted Aug 15, 2019 12:40 PM

    Hi experts,

    I recently enabled the Unified Interface in our environment. We're also taking advantage of some of the pre-release features in Wave 2. When I made the change, Insights (which had been a section on our Account record) disappeared. I then read that I would need to upgrade to Insights 4.3, so I did. Now I am able to find "Insights" under the "Related" tab in the header. Insights is there, but it's only displaying a tiny narrow column across the page. It does allow me to scroll. I need to figure out how to make it wider (deeper). Here's a screenshot (this is our own company data): 


    Notice how small the scroll bar is.. Any ideas?

    Thank you!


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    Hillary Horning
    Lead Solutions Consultant
    Dynamicweb
    Los Angeles CA
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    Conference-CRMUG_200x200


  • 2.  RE: Trouble with Insideview Insights on Unified Interface

    GOLD CONTRIBUTOR
    Posted Aug 16, 2019 09:32 AM
    @Hillary Horning, this is how one of the companies I work for is set up. I also had to reach out to InsideView to opt-in for the switch with Insights since they are handling the licenses now. I'm not sure if that is an issue for you, but I have a couple of contacts I can send you if you'd like.

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    Aaron Howell
    Associate Director, CRM Product Management
    American University
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    Conference-CRMUG_200x200


  • 3.  RE: Trouble with Insideview Insights on Unified Interface

    SILVER CONTRIBUTOR
    Posted Aug 16, 2019 03:13 PM
    Hilary,

    I checked with my team and it seems that it might be an issue if you are part of Microsoft's Early opt-in to 2019 release wave 2.  We got another ticket with the same issue and have a call with MS next week. So far, this seems to happen if you are on the Wave 2 release and have Insights 4.3. I am going to open a support ticket for you so that you can get the updates directly.

    If anyone else is seeing the same issue, please reach out to me and I will open a ticket for you as well. Additionally, if you would like to have Microsoft continue to subsidize Insights for you company, let me know. michelle.horn@insideview.com

    ------------------------------
    *Microsoft includes Insights powered by InsideView at no additional cost for most Dynamics 365 online customers in the US and Canada.

    Resources
    - Support - contact Microsoft Support
    - Training & Questions - insights@insideview.com
    - Licensing - www.insideview.com/microsoft-insights/


    Michelle Horn
    Insights Evangelist
    InsideView, Inc.
    Pasadena, CA
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    Conference-CRMUG_200x200


  • 4.  RE: Trouble with Insideview Insights on Unified Interface

    SILVER CONTRIBUTOR
    Posted Aug 29, 2019 07:53 PM
    Our support team has confirmed that there is an issue with the Insights Detail screen (Research, Family Tree, Find Contacts, etc) for the Wave 2 release of UCI. It seems that the scroll window is very short. We are working with MS on the issue and hoping to have it resolved soon. We have sent a note to all CRM Admins to make them aware of the issue.

    If you have any questions/issues, please don't hesitate to reach out to insights@insideview.com.

    ------------------------------
    *Microsoft includes Insights powered by InsideView at no additional cost for most Dynamics 365 online customers in the US and Canada.

    Resources
    - Support - contact Microsoft Support
    - Training & Questions - insights@insideview.com
    - Licensing - www.insideview.com/microsoft-insights/


    Michelle Horn
    Insights Evangelist
    InsideView, Inc.
    Pasadena, CA
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Trouble with Insideview Insights on Unified Interface

    SILVER CONTRIBUTOR
    Posted 19 days ago
    We have release an update that is compatible with the new Wave2 for UCI. If you have any issues, please don't hesitate to reach out to insights@insideview.com.

    ------------------------------
    *Microsoft has extended their offer to subsidize Insights for many Dynamics 365 online customers in the US and Canada. Contact me to see if you qualify.

    Resources
    - Support - support@insideview.com
    - Training & Questions - insights@insideview.com
    - Licensing - www.insideview.com/insights/


    Michelle Horn
    Insights Evangelist
    InsideView, Inc.
    Pasadena, CA
    ------------------------------

    Conference-CRMUG_200x200


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