You can make the Demandbase Sales Intelligence App available for all users, allowing them to access the Sales Intelligence chart directly from Microsoft Dynamics.
You must have admin privileges in Microsoft Dynamics.
- 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.
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.
Users can access the Demandbase Sales Intelligence chart directly from Microsoft Dynamics.