InsideView IE Settings for Microsoft CRM


InsideView Insights for Microsoft Dynamics CRM is one of the best sales and social intelligence solution available and I highly recommend it.  It is included at no additional charge with all Microsoft Dynamics CRM Online Professional and Enterprise licenses in the United States and Canada!

During a recent InsideView Microsoft CRM Outlook Client setup – I’d encountered the following error while trying to “Sync” the InsideView data with Microsoft CRM:  “Looks like we ran into an issue… There was a problem while connecting to InsideView…”image

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I was able to resolve the above error via the following Microsoft Internet Explorer (IE)  settings:

  • Add “https://my.insideview.com” to IE Trusted sites
  • Add “insideview.com” to IE Compatibility View
  • Add “insideview.com” to IE pop-ups exceptions

 

 

Contact me if you need help with your Microsoft CRM.

Frank Lee, Microsoft CRM MVP since 2006
Workopia, Inc. – Microsoft CRM Specialist, San Francisco

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About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in 3rd Party Addon, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, MS CRM, San Francisco and tagged , . Bookmark the permalink.

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