Please download the Dynamics 365 app. The app can be found in all stores where apps are sold. The specific app that you need to download looks like the image below.
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2. After downloading the app, please open the app by clicking on it in your home screen.
3. You will be directed to this initial login screen.
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4. Please DO NOT enter your email into the provided area where it ask for it. Your Insight login email will not work in this field.
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1. Download the app:
2. Open the app.
3. At the bottom of the screen tap on the “Sign in with a web address instead”.
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4. Provide your company’s CRM URL
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and tap on the blue arrow.
NOTE:
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7. After clicking the blue arrow, you will see a similar screen to the one below. It is up to the users discretion for a response here.
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8. If the correct web address is given, you will be prompted to another login screen.
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8. The user should be familiar with the screen above. Please provide your Insight email and password to the needed fields. This should be the exact login credentials as the desktop version.
9. After successfully signing in, you will see a loading page similar to these two images below.
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10. PLEASE NOTE: This step may take multiple minutes to be completed. Customizations are loading and take time to load.
11. The final screen you should see is your home dashboard within Insight. At this moment you have successfully logged into Insight.
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The URL is case-sensitive.
5. The following window will appear. It’s up to you to share your usage data.
NOTE: It’s not required to share your usage data to use this application.
6. If the CRM URL was correct, you will be presented with another login screen.
7. Provide your Insight email and password and tap Sign in.
8. Now, let the app process and load some data. This may take a few minutes, make sure to not close out of the app.
9. After all data is processed and loaded successfully, you will see the home dashboard.
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