If you’re using Microsoft Dynamics CRM Online, and you’re not using Insights by InsideView, then you’re missing a great way to boost the productivity and performance of your sales and marketing teams.
But if you are using it, then you may be frustrated that it doesn’t seem to work with the Microsoft browsers (Internet Explorer and Edge) without having to either click the “Continue as User” or “Continue as Admin” buttons every time you open your browser.. For this reason, a lot of individuals have switched to using Chrome or another browser. If that’s the case for you, then here’s a quick tip on how to update your browser settings to get Insights by InsideView working with Microsoft Dynamics CRM pronto!
For those of you who are power users, you can just add the following to your trusted sites in Internet Explorer (the settings here also update the settings for Microsoft Edge):
Now navigate to Insights one more time and login as either User or Administrator. After that, you should be all set!
The next time you login to CRM, you should not need to re-login to Insights!
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