Customers who are using an older version of Sales Intelligence can upgrade to the latest package from the Microsoft AppSource Marketplace.
|1||Go to Microsoft’s AppSource Marketplace||Sign in to https://portal.office.com with your Office 365 global administrator credentials and click here to go to the Microsoft AppSource Marketplace.|
|2||Search for and install Demandbase Sales Intelligence||Search for Demandbase (Sales Intelligence) in the Search field. In the Search Results page, select the Demandbase (Sales Intelligence) application and click Free trial.
|3||Log in to Microsoft AppSource||Enter the sync user email address and click Sign in.
Confirm the user details and click Free Trial.
|5||Verify installation has started||
Verify the status for the Demandbase solution is Installation pending, which indicates the installation has started.
|6||Verify installation has completed||
Once the installation is complete, the status for the Demandbase (Sales Intelligence) app changes to Installed.
Make Demandbase Sales Intelligence available to everyone in your organization. For more information, read the article, Making Sales Intelligence Available through the Dynamics CRM Online Web Client in our Knowledge Base.