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  3. Installing Sales Intelligence in Microsoft Dynamics CRM

Installing Sales Intelligence in Microsoft Dynamics CRM

  • Sales Intelligence Cloud for Microsoft Dynamics Overview
  • Getting Started with Sales Intelligence Cloud - Microsoft Dynamics CRM
  • Admin Notes for Installing Sales Intelligence Cloud for Microsoft Dynamics
  • Insights User Role (New Security Role)
  • Setting up Proxy User in Microsoft Dynamics (Online or On-Premises)
  • Installing Sales Intelligence Cloud via Microsoft AppSource Marketplace
  • Making Demandbase Sales Intelligence Cloud Available through the Dynamics Web Client
  • Getting to Sales Intelligence in Microsoft Dynamics CRM
  • Configure Demandbase Sales Intelligence Cloud Web Resource in Dynamics 365 Custom Forms
  • Enabling Sales Intelligence Cloud for Unified Client Interface (UCI) application
  • Configuring Sales Intelligence Components in the UCI App Sitemap
  • Add Sales Intelligence Cloud Dashboard Widget in the Microsoft Dynamics CRM Dashboard
  • Defining Lead Source for Leads in Microsoft Dynamics CRM
  • Verify the Acquisition Alert Setting
  • Supported Version of Microsoft Dynamics 365 and On-premises for InsideView Insights
  • Upgrade older InsideView Insights to latest Demandbase Sales Intelligence Cloud
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