You can access Insights through the Outlook client at the individual user level.
| Step | Description | Details |
|---|---|---|
| 1 | Open an entity in Outlook | Open any account, lead, contact or opportunity record in CRM or Dynamics 365 from your Outlook client to load that entity in a new window.
|
| 2 | Log in | Click Login. Enter your Microsoft Dynamics 365 account credentials, and then click Sign in. |
| 3 | Access Insights | After successfully signing in, the page refreshes. If the administrator has already granted access to all users in the organization, the Insights view opens directly.
Note: If the administrator has NOT granted access to Insights, then we recommend you to refer to the article Making InsideView Insights available through the Dynamics Web Client in our Knowledge Base. |
