Insights leverages the OAuth protocol for authentication within Microsoft Dynamics CRM Online.
Enabling OAuth is required to access Insights even if the service account was previously set up. On-premises and hosted deployments are not impacted.
There are two ways to enable OAuth. The first is through the Microsoft Dynamics CRM Web Client and the second is through Outlook. Our recommendation is to enable OAuth through the Web Client because it provides the most seamless and controlled experience for all users.
Regardless of the option chosen, OAuth needs to be enabled only once.
Note: You must first install Insights then enable OAuth to gain access. To learn more about how to install Insights, please visit InsideView Insights.
Enabling OAuth through the Microsoft Dynamics CRM Web Client
A CRM Administrator can enable OAuth through the Microsoft Dynamics CRM Web Client and grant access for himself or herself and for all users within the account. This is the recommended option.
Note: A user can be set up as a CRM Administrator via the User settings option in Office 365 Admin. Select Yes, then select a role from the drop-down menu. Only Global Administrator role will grant the necessary privileges.
Instructions for CRM Administrators
|1||Open the Insights Window||Open any Account/Lead/Contact/Opportunity record in CRM. This loads the Insights window.|
|2||Continue as Admin||Click Continue as Admin. This grants access to the Administrator and to all users in the organization.|
|3||Accept and go to Insights||Click Accept. This grants access to InsideView Insights to the Administrator and to all users in the account.
|4||Complete the access process||The access process takes place in the background. When it is complete, the page will refresh and Insights will load in the CRM object window as shown below. This will be visible to the Administrator and to all users in the organization.|
Enabling OAuth via Outlook
In Outlook, each individual user must log in to enable OAuth and access Insights. There is not an Administrator-level action to enable all users.
Instructions for CRM Administrators and End Users
|1||Open a record in the CRM||Open any Account/Lead/Contact/Opportunity record in CRM. This loads the Insights window.|
|3||Sign in to Office 365 account||Enter your Office 365 account credentials and click Sign in.
|4||Accept and go to Insights||Click OK. After successfully logging into Office 365, you will see a grant access screen. Click OK. This grants user access to Insights.
|5||Finish the Access Process||The access process takes place in the background. When it is complete, the page will refresh and Insights will load from Outlook as shown below.