How to Install Organization Insights?

Note: You will need Global Administrator access to your Office 365 account to proceed.

You can install Organization Insights free from Dynamics Marketplace

  • Log into your CRM and navigate to ‘Settings’ > ‘Dynamics Marketplace’.

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  • Search for ‘Organization Insights’.
  • In the results look for the ‘Microsoft Dynamics 365 – Organization Insights’ tile and click ‘Get it Now’.
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  • Read the ‘Terms of Use’ and the ‘Privacy Policy’.
  • Check the box to provide Microsoft permission to use or share your account information and click ‘Continue’. 008-03
  • A new page as follows will open. Please ensure that the pop-ups are not blocked on your browser. 008-04
  • Select the organization to which you would like to add the Organization Insights app, and check the boxes agreeing to Microsoft’s terms and privacy statements. Next click the ‘Agree’ button. 008-05
  • Organization Insights app will be installed on your CRM instance. 008-06
  • Once the installation is complete, you will be able to see the ‘Organization Insights’ sub-area in the Settings area. 008-07

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