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JodiWright96
Level 2
September 3, 2021
Solved

MSI Dashboard Available in MS Dynamics 365?

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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falvaresAccepted solution
Adobe 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?

3 replies

falvaresAdobe EmployeeAccepted solution
Adobe 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?

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JodiWright96
Level 2
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.

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Adobe Employee
September 8, 2021

@jodiwright96 

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

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