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Insideview Insights in Unified Interface?

  • 1.  Insideview Insights in Unified Interface?

    SILVER CONTRIBUTOR
    Posted Jan 02, 2019 11:45 AM
    Can anyone tell me if the Insights solution version 4.2 is compatible with the D365 unified interface? I have it installed and configured correctly on the form, and it works great on the web client. However, when I switch over to the unified interface (same form), the grid with related Account information doesn't appear anymore. I saw a KB article on Insideview's website stating that version 3.4 was incompatible, I'm just wondering if that changed. Technical details below:

    CRM Version: 9.1
    Insights Version: 4.2
    The hybrid experience has been enabled for CRM under the system settings

    Thanks in advance!

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    Philip Frederick
    Technical Consultant
    TrellisPoint, LLC
    Blue Ash OH
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  • 2.  RE: Insideview Insights in Unified Interface?

    GOLD CONTRIBUTOR
    Posted Jan 02, 2019 12:58 PM
    Philip,
    Checked and everything works as it expected in UUI.

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    Andrew Butenko
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  • 3.  RE: Insideview Insights in Unified Interface?

    SILVER CONTRIBUTOR
    Posted Jan 02, 2019 04:01 PM
    I figured it out. The "Visible by default" box needed to be checked for it to appear in the UUI. Weird solution, but it worked!



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    Philip Frederick
    Technical Consultant
    TrellisPoint, LLC
    Blue Ash OH
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