Upgrade Demandbase Sales Intelligence in Microsoft Dynamics

  • Updated

Customers who are using an older version of Sales Intelligence can upgrade to the latest package from the Microsoft AppSource Marketplace. 

Step Description Details
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. 


Accept Terms of Use Select the appropriate environment. Select the Permissions check boxes and click Install.


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.

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