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Veeva MyInsights Platform Compatibility Guide
Discover where and how MyInsights dashboards can be used across the Veeva CRM ecosystem. This guide explores supported platforms, environments, and access points, helping teams plan their dashboard implementations for maximum performance and usability.
Veeva MyInsights(X-Pages) provides a flexible framework for creating real-time, interactive dashboards within the Veeva CRM environment. However, not all dashboards are universally supported across devices. From iOS and iPadOS to Windows and web browsers, platform behavior can vary significantly.
This comprehensive guide breaks down the compatibility of various MyInsights(X-Pages) dashboard types—native, embedded, and Landing Screen—across different platforms. It also details key features and technical limitations to help you deliver the best possible user experience.
MyInsights Dashboard Types
Veeva supports multiple types of MyInsights dashboards:
Native Dashboards: Custom dashboards configured and launched directly from CRM records.
Embedded Dashboards: Displayed within record layouts, often on Account or Call screens.
Landing Screen Dashboards: Dashboards configured to show on startup or home screens.
Each dashboard type behaves differently across platforms.
Platform Support Overview
The following table summarises where MyInsights(X-Pages) dashboards are supported:
| Platform | Native Dashboards | Embedded Dashboards | Landing Screen Dashboards |
|---|---|---|---|
| iPad | ✅ | ✅ | ✅ |
| iPhone | ✅ | ✅ | ❌ |
| Windows | ✅ | ✅ | ✅ |
| Browser (CRM Online) | ✅ | ✅ | ✅ |
| Engage Meeting | ✅ | ❌ | ❌ |
| Windows Surface | ✅ | ✅ | ✅ |
Some features may have limited support or require specific configurations. Always refer to Veeva’s official documentation for implementation.
Feature-Level MyInsights Support
Viewing MyInsights
| Feature | Browser | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone |
| Displaying MyInsights Content on the Call Report | ❌ | ✅ | ✅ | ✅ | ✅ |
| Setting the Default MyInsights Account Profile | ❌ | ❌ | ❌ | ✅ | ✅ |
| Setting the Default MyInsights KOL Profile | ❌ | ❌ | ❌ | ✅ | ✅ |
| Setting the Default MyInsights Landing Screen for Veeva CRM | ❌ | ❌ | ❌ | ✅ | ❌ |
| Sharing MyInsights Content | ❌ | ✅ | ✅ | ✅ | ✅ |
| Viewing MyInsights Content Online | ✅ | ✅ | ✅ | ✅ | ✅ |
| Viewing MyInsights Content in Lightning | ✅ | ❌ | ❌ | ❌ | ❌ |
| Viewing MyInsights Content on iPhone | ❌ | ❌ | ❌ | ❌ | ✅ |
| Managing Visibility to MyInsights Content | ✅ | ✅ | ✅ | ✅ | ✅ |
| Managing MyInsights Visibility for Accounts | ❌ | ❌ | ❌ | ✅ | ✅ |
| Enforcing Order Review Using MyInsights | ❌ | ❌ | ❌ | ✅ | ✅ |
| Refreshing Order Pricing Using MyInsights | ❌ | ❌ | ❌ | ✅ | ✅ |
Creating and Customising MyInsights
| Feature | Browser | CRM Desktop (Mac) | CRM Desktop (Windows) | iPad | iPhone |
| Creating MyInsights Content | ✅ | ❌ | ❌ | ❌ | ❌ |
| Deep Linking in MyInsights | ✅ | ❌ | ❌ | ✅ | ✅ |
| Requesting Location via MyInsights | ✅ | ❌ | ❌ | ✅ | ✅ |
| Integrating External Data with MyInsights | ✅ | ❌ | ❌ | ✅ | ✅ |
| Inline Editing for MyInsights Content | ✅ | ❌ | ❌ | ✅ | ✅ |
| Translating MyInsights Tab Names | ❌ | ❌ | ❌ | ✅ | ✅ |
| Using CLM Thumbnails in MyInsights | ✅ | ❌ | ❌ | ✅ | ❌ |
| Migrating MyInsights Content | ✅ | ❌ | ❌ | ❌ | ❌ |
Technical Deep Dive: Platform Considerations
1. Record Type Dependencies
- Entry point behavior varies depending on the Record Type tied to the HTML_Report_vod record.
Specific record types are needed to show dashboards on certain CRM pages, such as Territory_Insights_Default_vod.
2. Offline Support
- iPads can access dashboards offline if cached.
- Browsers require an active connection.
- Avoid dynamic external calls in offline-compatible dashboards.
3. Engage Meeting Limitations
- Only Native Dashboards are supported in Engage Meeting.
- Embedded and Landing Screen Dashboards are not supported.
4. External Access Restrictions
- External-facing portals do not support embedded dashboards.
- Avoid user-contextual fields without a valid CRM session.
5. Windows Surface Considerations
- Supported via CRM Windows client.
- Dashboards should be responsive across screen sizes.
6. Vault, CLM, and Veeva Messages
- Vault-rendered dashboards may lose interactivity.
- CLM embedded dashboards should include static fallback.
- Veeva Messages control visibility and dashboard launching.
Conclusion
Veeva MyInsights dashboards provide valuable real-time insights, but platform support varies across use cases. Understanding these nuances helps teams deliver consistent, impactful dashboards that enhance field execution.
Use this guide to align your dashboard strategy with platform capabilities and maximise performance across devices.
