Sales Intelligence for Microsoft Dynamics Overview

  • Updated

Sales Intelligence for Microsoft Dynamics helps you find more leads, win more deals, grow your business and retain your accounts. It infuses Dynamics with essential company and contact data, business insights, selling triggers, referral networks, and social media feeds. 

Prerequisites/Preparation

You must have admin privileges in Microsoft Dynamics. 

Sales Intelligence is only available for Dynamics Unified Client Interface (UCI.)

Steps

Install the Sales Intelligence App Package for Microsoft Dynamics

  1. Installing Sales Intelligence via Microsoft AppSource Marketplace
  2. Make Demandbase Sales Intelligence Available for Users in Microsoft Dynamics

Configure Sales Intelligence in Microsoft Dynamics

  1. Define Lead Source for Leads in Microsoft Dynamics
  2. Add Demandbase Sales Intelligence iFrame in Microsoft Dynamics
  3. (Optional) Configure Sales Intelligence Tile in Microsoft Dynamics UCI Sitemap

Access Sales Intelligence in Microsoft Dynamics

Access Sales Intelligence iFrame in Microsoft Dynamics

Additional Information