An application user is required by an organization to create a communication channel between InsideView the products like Apex & Data Integrity and their Microsoft Dynamics 365 instance.
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 | Go to Insights Org Settings | Sign in to Microsoft Dynamics 365. Go to InsideView > Org Settings.
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2 | 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. |
3 | Verify Application User is created | To verify that the application user is created, go to Advanced Settings.
Go to Settings > System > Security. Click the Users link. On the User page, select Application Users. Search for the application username that you had saved earlier. |
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