Making Demandbase Sales Intelligence Cloud Available through the Dynamics Web Client

  • Updated

Any Office 365 global administrator can make the Demandbase Sales Intelligence Cloud available to all users in the organization. We recommend administrators grant access via this option which provides the most seamless and managed experience.

Sign in as an administrator, then follow these steps:

Step Description Details
1 Go to Demandbase Org Settings Go to Wheel.pngSettings > Advanced Settings > InsideView > Org Settings.


2 Enable OAuth for all users Click Continue to enable OAuth for all users.


3 Grant permissions

Enter Microsoft Dynamics administrator credentials and click Accept.


4 View Demandbase Organizational Settings The user access request starts automatically. When complete, the Demandbase Organizational Settings page is visible in Settings > Org Settings.


5 View Demandbase Chart in Microsoft Dynamics Users can access the unified Demandbase iFrame chart directly from Dynamics.

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