Enabling OAuth for Insights and Insights Enterprise in Microsoft Dynamics CRM Online

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Important Note: Insights, powered by InsideView and Insights Enterprise are two separate products. In some cases, an organization may have both. The OAuth enablement instructions apply to both products but will be referred to simply as “Insights” in this documentation.


OAuth Overview

Insights leverages the OAuth protocol for authentication within Microsoft Dynamics CRM Online.

Enabling OAuth is required to access Insights even if the service account was previously set up. On-premises and hosted deployments are not impacted.

There are two ways to enable OAuth. The first is through the Microsoft Dynamics CRM Web Client and the second is through Outlook. Our recommendation is to enable OAuth through the Web Client because it provides the most seamless and controlled experience for all users.

Regardless of the option chosen, OAuth needs to be enabled only once.

Note: You must first install Insights then enable OAuth to gain access. To learn more about how to install Insights, please visit Insights, powered by InsideView for Microsoft Dynamics CRM. To learn how to install Insights Enterprise, visit Insights Enterprise webpage. 

Enabling OAuth through the Microsoft Dynamics CRM Web Client

A CRM Administrator can enable OAuth through the Microsoft Dynamics CRM Web Client and grant access for himself or herself and for all users within the account. This is the recommended option.

Note: A user can be set up as a CRM Administrator via the User settings option in Office 365 Admin. Select Yes, then select a role from the drop-down menu. Only Global Administrator role will grant the necessary privileges.

Instructions for CRM Administrators

Step Description Details
 1 Open the Insights Window Open any Account/Lead/Contact/Opportunity record in CRM. This loads the Insights window.
 2 Continue as Admin Click Continue as Admin. This grants access to the Administrator and to all users in the organization.

NOTE: A CRM Administrator must click Continue as Admin as shown below. If the Administrator clicks Continue as User, he will grant access only to himself and will then have to grant access to each user individually. 

 3 Accept and go to Insights Click Accept. This grants access to the Insights to the Administrator and to all users in the account.

 4  Complete the access process The access process takes place in the background. When it is complete, the page will refresh and Insights will load the CRM object window as shown below. This will be visible to the Administrator and to all users in the organization.

Note: If the Admin clicks Continue as User option, and grants access to the App, then only the admin will see the mashup like a normal user. Also note that the admin would not be able to see the Grant access screen again (Step 1) in case if s/he wants to grant access as Admin. In such scenario, any other Admin of the account should grant access as Admin or the access of the current admin should be revoked from Azure. To learn how to regain Admin access, click here.

Instructions for End Users

Step Description Details
 1 Open a record in the CRM Open any Account/Lead/Contact/Opportunity record in CRM. This loads the Insights window.
 2 Continue as User Click Continue as User. This grants access to the individual user.

Note: An end user must click Continue as User. If an end user clicks Continue as Admin, he will receive a Microsoft-generated error message and be routed back to the previous page.

 3 Accept and go to Insights  Click Accept. This grants the user access to the Insights.

 4 Finish the access process The access process takes place in the background. When it is complete, the page will refresh and Insights will load in the CRM object window as shown below. This will be visible only to the user. All other users and CRM Administrators in the account will have to repeat the above steps.

Enabling OAuth via Outlook

In Outlook, each individual user must log in to enable OAuth and access Insights. There is not an Administrator-level action to enable all users. 

Instructions for CRM Administrators and End Users

Step Description Details
 1 Open a record in the CRM  Open any Account/Lead/Contact/Opportunity record in CRM. This loads the Insights window.
 2 Log in

Click Login.  

3 Sign in to Office 365 account Enter your Office 365 account credentials and click Sign in.

 4 Accept and go to Insights Click OK. After successfully logging into Office 365, you will see a grant access screen. Click OK. This grants user access to Insights.

 5 Finish the Access Process The access process takes place in the background. When it is complete, the page will refresh and Insights will load from Outlook as shown below.

 

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