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Xpertdoc - October 2020
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InsightViews and Refresh

  • 1.  InsightViews and Refresh

    TOP CONTRIBUTOR
    Posted Aug 21, 2019 11:14 AM
    I know MS has extended the period for CRM users to utilize Insights for free, before having to pay. Just curious if anyone has moved forward with signing a contract with them to keep Insights for your users, and if anyone has also used or is using Refresh software to help clean CRM up.
    We had signed a contract moving forward, until it was announced our free usage would expire when our CRM contract does. Just curious to get everyone's feedback on their relationship with Insights and if anyone is going to continue to use their program as a paying customer.

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


  • 2.  RE: InsightViews and Refresh

    GOLD CONTRIBUTOR
    Posted Aug 22, 2019 03:33 PM
    We've signed a contract to continue using Insights while Microsoft is covering the cost, which extended use through Jan 31, 2020. If you do sign the contract be aware you have to opt-out/cancel at least 30 days before the end of the Microsoft-covered contract or the contract will auto-renew and you'll be charged.

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    Abby Torres
    CRM Solution Architect
    ReEmployAbility, Inc
    Tampa FL
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    Original Message
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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