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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!


    ------------------------------
    Hillary Horning
    Lead Solutions Consultant
    Dynamicweb
    Los Angeles CA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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

    TOP 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.

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

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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

    SILVER CONTRIBUTOR
    Posted Sep 27, 2019 11:55 AM
    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
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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