How to Get Company’s NAICS code into Microsoft CRM using InsideView

On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) but provides a greater level of detail about a firm’s activity than SIC codes.

Until now, InsideView Insights only has the option to “Sync” the Company’s SIC code but not the NAICS code.  Well, I’m happy to say that the option is now available via the new InsideView to Microsoft Dyanmics CRM Custom Field Mapping.  This new option supports both CRM Online and On-Premises.  Yay!

Contact me if you need some Microsoft CRM or InsideView assistance.

Frank Lee, Microsoft Dynamics CRM MVP San Francisco
Workopia, Inc – Maximum User Adoption!