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
- Log into Microsoft Dynamics CRM as an admin user.
- Go to Settings > Advanced Settings > InsideView > Org Settings.
- Click Continue to enable OAuth for all users.
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Enter Microsoft Dynamics administrator credentials and click Accept.
- The user access request starts automatically. When complete, the Demandbase Organizational Settings page is visible in Settings > Org Settings.
Outcome
Users can access the Demandbase Sales Intelligence chart directly from Microsoft Dynamics.