Deep Linking in MyInsights

  • Browser (Classic, Lightning)
  • iPad
  • iPhone
  • Windows Tablet

Deep Linking allows users to access certain CRM features directly from their MyInsights pages based on the information presented.

Deep Linking cannot be used from the Order or Inventory Monitoring MyInsights entry points. For example, if you create an order from MyInsights, you cannot navigate to other places in CRM from there.

For example, Sarah Jones wants to identify high-value HCPs to interact with in the coming week. From her MyInsights page, she selects several HCPs, then navigates to the My Schedule view with her selected HCPs ready to schedule. She quickly drags each account onto her schedule into an available time slot. When she is finished, she selects the Back button to return to MyInsights.

Supported tasks from MyInsights content include the following:

Deep Linking is also available for tasks that involve actions related to more than one object:

  • CLM - Browser (Lightning), iPad, and Windows Tablet users can launch the CLM media library for a specific HCP or launch a specific presentation from MyInsights. Browser (Lightning) users with MyInsights content that links to a CLM presentation can open the linked content when using a desktop computer and the Windows CRM Desktop app. Browser (Lightning) and iPad users can Using CLM Thumbnails in MyInsights
  • Suggestions - All suggestion actions including Dismiss, Mark as Complete, and Execute, can be performed directly from MyInsights.
  • Scheduling Calls - Schedule calls directly from the MyInsights page. Users can select multiple accounts then open them in My Schedule Week View to schedule calls for each. Call Planning must be configured and users must have the appropriate permissions for Call Planning to use this feature. Only the Week View is available.

Configuring Deep Linking in MyInsights

Users must be granted the appropriate permissions for a specific feature to perform those tasks from MyInsights. For example, Sarah Jones needs all the necessary Medical Inquiry permissions to create and view a medical inquiry with Deep Linking. For CLM, Suggestions, and Scheduling Calls, users must have the necessary permissions for all objects required for that feature.

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