With the Demandbase Unified App, you can see Demandbase Sales Intelligence Cloud insights directly from Microsoft Dynamics.
The app comes with one iFrame chart that you can add to page layouts for visual engagement insights. This tabbed chart offers multiple chart views.
Prerequisites
You must have Admin privileges within your Microsoft Dynamics environment.
| Step | Description | Details |
|---|---|---|
| 1 | Go to Microsoft’s AppSource Marketplace |
Go to the Microsoft AppSource Marketplace. |
| 2 | Search for and install Demandbase Sales Intelligence Cloud | Search for Demandbase, select the Demandbase (Sales Intelligence Cloud) application and click Free trial.
|
| 3 | Log in to Microsoft AppSource | Enter Microsoft Dynamics administrator credentials and click Sign in. Click Free Trial. |
| 4 | Accept Terms of Use | Choose the appropriate environment. Select the Permissions check boxes and click Install.
|
| 5 | Verify installation has started |
On the left navigation pane, click Environments. During installation, the status for the Demandbase app is Installing…
|
| 6 | Verify installation has completed |
Once the installation is complete, the status for the Demandbase app changes to Installed. |
| 7 | Make Sales Intelligence Cloud Available through the Dynamics Web Client |
See Making Demandbase Sales Intelligence Cloud Available through the Dynamics Web Client for instructions. |
Additional Resources