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:
| Step | Description | Details |
|---|---|---|
| 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:
Click Save. |
| 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. |
