Want to make your MyInsights dashboards more interactive and context-aware? This blog explores how Deep Linking and Location Services can transform user workflows in Veeva CRM—empowering field teams with smarter navigation and real-time proximity insights. Discover how these features can reduce navigation time and improve user engagement, and learn how to implement them seamlessly into your CRM workflows.

Creating MyInsights content in Veeva CRM is essential for delivering tailored, data-driven dashboards across the CRM workflow. This guide outlines the steps to create MyInsights records, upload content zip files, and configure entry points—ensuring seamless access and interactivity for end users.

Discover how to optimise Default MyInsights Views in Veeva CRM to deliver contextual, automated dashboards that save time and boost field productivity. Learn how these views enhance navigation efficiency, reduce clicks, and tailor CRM experiences based on role and context. These default setups streamline user workflows and ensure CRM content is delivered intelligently and consistently.

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.

A strong MyInsights dashboard in Veeva CRM begins with the right initialization setup. This blog outlines the essential components every developer must understand—Entry Point, Content Zip File, and the HTML_Report_vod record—to ensure smooth deployment and real-time usability. Gain clarity on how these parts work together to power your dashboard experiences.

Understanding who can access MyInsights Studio and which browsers are supported is essential for smooth dashboard development and deployment. This guide provides a clear overview of supported browser environments and role-based access types within Veeva MyInsights Studio.

Discover how to track real-time user engagement in MyInsights dashboards when native analytics aren't yet available. This guide explores a practical workaround using both Custom CDE elements and React-based implementations, helping organisations measure rep interactions and dashboard adoption.

Discover how MyInsights Studio simplifies custom dashboard creation in Veeva CRM. This intuitive, low-code development environment empowers both business users and developers to build, test, and deploy visual insights faster—with prebuilt components, real-time data, and seamless CRM integration.

Discover how MyInsights 2.0 simplifies decision-making by delivering real-time contextual and historical information directly to field users. Learn the essentials of the framework, key components like DataService, and best practices to unlock its full potential.