Make Demandbase Sales Intelligence Available for Users in Microsoft Dynamics

  • Updated

You can make the Demandbase Sales Intelligence App available for all users, allowing them to access the Sales Intelligence chart directly from Microsoft Dynamics. 

Prerequisites/Preparation

You must have admin privileges in Microsoft Dynamics. 

Steps

  1. Log into Microsoft Dynamics CRM as an admin user. 
  2. Go to Settings > Advanced Settings > InsideView > Org Settings.
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  3. Click Continue to enable OAuth for all users.
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  4. Enter Microsoft Dynamics administrator credentials and click Accept.
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  5. The user access request starts automatically. When complete, the Demandbase Organizational Settings page is visible in Settings > Org Settings.

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Outcome

Users can access the Demandbase Sales Intelligence chart directly from Microsoft Dynamics.
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