View your Team Agents

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The Team Agents are available only to users who have purchased InsideView Insights Enterprise license directly from InsideView. Team Agents are agents created for you, according to your requirements, by your InsideView customer success manager (CSM), which you can share across your team.

Step Description Details
1 Go to user Settings Sign in to your Microsoft Dynamics application. Go to Dynamics 365 > InsideView Insights > User Settings.

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2 View Team Agents On the Insights User Settings page, select the Company Insights tab to view Team agents.

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