Use the ‘Insights’ App to Quickly Populate Accounts in Dynamics 365 for Sales

Posted on: September 19, 2017 | By: Jim Bertler | Microsoft Dynamics CRM

Authored by: John Hinchy

An excellent feature of Microsoft Dynamics 365 is Microsoft AppSource, which is the equivalent of the Apple App Store for Microsoft. AppSource is filled with add-ons and tools for Dynamics to help improve functionality. Many of these cost money, depending on the level of functionality within the app, but there are a handful of free apps for use as well. This site can be accessed a variety of ways, but from directly within Dynamics you can go to Settings- Dynamics Marketplace.

 

One of the original apps which has been around for a few years now is the ‘Insights’ app powered by InsideView. It is the second app listed on the AppSource page and comes with a ton of functionality. It adds a sub-grid into your account form, and other entities if needed, and allows the user to instantly gain valuable information about the company. It comes with four main modules including company insights, company research, the ability to find company contacts, and company family tree (parent and child companies of your dynamics account).

dynamics 365 for sales

Insights is a free app that can be directly installed into your Dynamics environment just by clicking the Get it Now button and hitting accept. In a few minutes it will automatically be part of your system. Note though that you will need a Global Administrator to log in and enable the app within dynamics so that it is visible for all the users. There is an ‘Insights User’ security role that will be added to the list of security roles once installed, but new users should automatically be granted this role. Once authorized to use, Insights appears as a sub-grid within existing accounts and when a new account is saved.

Of the various functionality within Insights, the one I find most useful is the ability to refresh an account automatically with data from the Insights app. What the app does is it gathers data from a variety of sources like Reuters, Equifax, its own database, and user generated data. It then provides key information that a user can move directly to their dynamics account form with one of the Insights buttons. Note though, some smaller companies do not have much information on them and occasionally the app will not be able to find any data on them. In this example, I will use a big company such as Microsoft to demonstrate.

dynamics 365

As shown, I have entered just the Account Name and saved. Once the Insights app recognized the name of the company it listed the main data points within the sub-grid. Notice under the company name within Insights there are 4 buttons. These are ‘Add to Watchlist’, Refresh (add company information to the account form), Check to see if the wrong company pulled up, and Report Inaccurate Company information. The Refresh button, second from the left, is the one that is very useful and time saving. When you click this button it pulls up a list of information and compares what is on the account form with what is listed in Insights.

dynamics 365 for sales

From here you can decide which fields to bring over. For example, if you have a phone number in Dynamics that you do not want to replace with the phone number from Insights, uncheck the Main Phone field. Once you are ready to move the fields from Insights to Dynamics click ‘Update Account.’ Once updated, the information is now listed and searchable in Dynamics. Even the logo is transferred over!

If you think that a Dynamics CRM system is the next best step for your business, contact Logan Consulting, your Microsoft Dynamics CRM partner of Chicago.



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