Hi all,
I recently installed the Insights solution to CRM 2015 Online and came across a configuration issue that needs a bit of manual intervention. Thought I'd share the fix in case it proves useful to anyone that comes across the same problem:
When Insights is installed, the Contact and Account entity forms are automatically updated to include an 'Insights' tab containing the iv-connector web resource that displays the Insights data. By default, these tabs are not set to be visible so this has to be done manually. But!
In our solution we have renamed the form names from the standard 'Main' to e.g. 'Contact'. If you have a solution where the form names have been renamed, the Insights tab will try to load but fail and disappear again even if you have set it to be visible. No error message or other notification will appear.
To fix this, the iv_connector web resource needs to be edited in each form so that the custom parameter(data) is updated to reflect the new name of the form it is in. The 'out of the box', standard custom parameter(data) as shown above states:
solutionVersion=3.4&crm_version=v102&form_name=main
But if the form name has been changed from 'main' to e.g. 'contact', unless the parameter is changed manually to reflect this (so in this example solutionVersion=3.4&crm_version=v102&form_name=contact), the Insights sections will continue to be invisible.
Didn't take me too long to figure this out, but it never hurts to share, hopefully will save you a bit of time.
