Add Sales Insight to Custom Forms in Microsoft Dynamics

Document created by Roxann McGlumphy Employee on Nov 15, 2018
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Issue Description
You have installed the Sales Insight Package in MS Dynamics, but Sales Insight does not show on custom Forms.

 

Issue Resolution

The Sales Insight solution will be installed on the default Lead and Contact Forms in Dynamics. On the default Forms, if MSI doesn't appear, this can be resolved by ensuring the correct permissions are in place and that customizations are published:

 

https://nation.marketo.com/docs/DOC-4190-how-to-resolve-msi-section-not-showing-on-leadcontact-form-in-ms-dynamics-issue

 

However, if you instead uses custom Forms, then the above steps may not resolve the issue. MSI may need to be added to the form manually.

 

1. Edit the form you want to add MSI to to add a tab, and a web resource:

 

Screen Shot 2017-04-21 at 11.22.00 AM.png

 

 

 

2. Then select the mkt_/PersonView.htm web resource:

 

Screen Shot 2017-04-21 at 11.23.54 AM.png

 

 

 

3. Adjust the formatting for the web resource so it is one column, and the height is 12 (not 6):

 

Screen Shot 2017-04-21 at 11.24.39 AM.png

 

 


Who This Solution Applies To
Customer with Dynamics CRM Intergration

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