Customer Engagement & Dynamics CRM Forum

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InsightViews and Refresh

  • 1.  InsightViews and Refresh

    Posted 28 days ago
    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.

    Heather L

  • 2.  RE: InsightViews and Refresh

    Posted 27 days ago
    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.

    Abby Torres
    CRM Solution Architect
    ReEmployAbility, Inc
    Tampa FL

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