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JodiWright96
New Participant
September 3, 2021
Solved

MSI Dashboard Available in MS Dynamics 365?

  • September 3, 2021
  • 1 reply
  • 2450 views

Hello! We are in the process of integrating MSI with our Dynamics 365 instance. However, our partner just told us the dashboard with the flames / stars was NOT available in Dynamics. This is quite troubling as it was a major selling point for the add-on.

Anyways - has anyone figured out a workaround to getting a dashboard type view of the flames / stars in Dynamics 365?

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Best answer by falvares

@jodiwright96 

I might be missing something, but I am pretty sure Stars and Flames are available in MSD. https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-insight/msi-for-microsoft-dynamics/feature-overview.html?lang=en

What do you mean by a dashboard view? Are you attempting to put the stars and flames on another object type other than the leads/contacts/best bets?

1 reply

falvaresAccepted solution
Employee
September 5, 2021

@jodiwright96 

I might be missing something, but I am pretty sure Stars and Flames are available in MSD. https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-insight/msi-for-microsoft-dynamics/feature-overview.html?lang=en

What do you mean by a dashboard view? Are you attempting to put the stars and flames on another object type other than the leads/contacts/best bets?

JodiWright96
New Participant
September 8, 2021

Hi @falvares  - Thanks for the response. I submitted the question to my CSM as well, and she sent instructions on  how to install it. I'm afraid our partner isn't very competent.

Employee
September 8, 2021

@jodiwright96 

Awesome! I hope you can install it without any issues!