An application user is required by an organization to create a communication channel between InsideView Insights and their Microsoft Dynamics 365 instance to push the Relationship Assistant alerts for your account based on acquisitions agent setting.
Note: InsideView Insights allows only Microsoft Dynamics System Administrator to create an application user and configure it.
Follow these steps to create an application user for your organization:
|1||Sign in to Microsoft Dynamics||Sign in to Microsoft Dynamics 365 using System Administrator credentials.|
|2||Go to Insights Org Settings||Go to InsideView Insights > Settings > Org Settings.
|3||Create an Application User||On the Insights Organizational Settings page, select the Application User tab and then click Create Application User.
In the Save Application User window, enter the following details:
|4||Update Application User||Once the application user is created, if the access token expires, to generate the new one click Update Application User.
|5||Verify Application User is created||To verify that the application user is created, go to Dynamics 365 Settings > Security.
Click the Users link.
Check for the application username that you have saved earlier.