---
title: "Install the Sales Intelligence Extension in Microsoft Dynamics"
slug: "onboard-install-the-sales-intelligence-extension-in-microsoft-dynamics"
tags: ["6sense Extension", "Microsoft Dynamics", "Sales Intelligence"]
updated: 2025-07-10T18:34:54Z
published: 2025-07-10T18:34:54Z
canonical: "support.6sense.com/onboard-install-the-sales-intelligence-extension-in-microsoft-dynamics"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.6sense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install the Sales Intelligence Extension in Microsoft Dynamics

This article describes installing the 6sense Sales Intelligence Extension in Microsoft Dynamics. This installation gives you access to Sales Intelligence (SI) click-ins on Account, Contact, and Lead pages, and the Sales Intelligence Dashboard.

## Requirements

- Contact your 6sense CSM to provide you with the extension’s zip file.
- You must be a Microsoft Dynamics Admin to install the SI Extension as a new app in Dynamics. After completing this integration, you can add 6sense as an existing app to other areas in Dynamics, as needed.

> [!NOTE]
> Users are required to be a registered user to use Sales Intelligence. If an org uses SSO, their users do not need to sign into the 6sense ABM platform, but if SSO is not being used, users will receive a confirmation email once the Admin invites them as a user. The link in the email will take the user to the Sales Intelligence app.

**To setup your Microsoft Dynamics CRM integration in 6sense, follow the steps below:**

1. Navigate to **Settings** and select the **Integrations** tile.
2. Click on **Microsoft Dynamics** when presented with the list of supported CRM integrations.
3. Click **Connect** and then click Sign in with **Microsoft Dynamics** credentials.
4. Click **Next.**
5. Enter Rest API limits and click **Save & Next.**
6. Flip the Data sync flag to the **ON** state. Click **Finish** to complete the setup.

## Install the Extension as a New App

1. Log into [http://make.powerapps.com](http://make.powerapps.com/) as an Admin.
2. Select the correct environment. ![si-dynamics-newapp-environment.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948247069203.png)
3. Click **Solutions**. ![si-dynamics-newapp-solutions.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948284952851.png)
4. Click **Import**. ![si-dynamics-newapp-import.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948246934675.png)
5. Click **Browse** and select the solution zip file provided by your 6sense CSM. ![si-dynamics-newapp-browse.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948284843411.png)
6. Click **Next** and then click **Import**. ![si-dynamics-newapp-import2.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948246828819.png)
7. When the import process begins, the following message displays. ![si-dynamics-newapp-import3.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948246624019.png)
8. On successful installation of the solution, you see a success message, and the app is listed.
9. Click **Publish all customizations**. ![si-dynamics-newapp-publish.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948284572563.png)
10. In the left menu, click **Apps**. ![si-dynamics-newapp-apps.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948284386835.png)
11. From the list that loads, select the **Sales Intelligence extension**.
12. You can view the Sales Dashboard and other custom entities under their respective sections. ![si-dynamics-newapp-dashboard.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948246415763.png)

## Install as an Existing App

### Configure the Site MAP

1. As an Admin, log in to [http://make.powerapps.com](http://make.powerapps.com/).
2. Click on **Solutions** on the left navigation bar. ![si-dynamics-existingapp-solutions.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966805907.png)
3. Click the **ellipses** (…) button next to the solution you wish to modify and click **Edit**. ![si-dynamics-existingapp-edit.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966732435.png)
4. Click the entry with the Type **Site Map**.

![si-dynamics-existingapp-sitemap.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966610579.png) **Note:** If you don’t find the application of your choice in this example Sales Hub, you can find it under the Apps section. ![si-dynamics-existingapp-saleshub.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966575763.png)
5. Select **Site Map** to edit your specified application. ![si-dynamics-existingapp-sitemap2.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966462355.png)
6. Either create a new Area and Group and then add a Subarea, or select an existing Area & Group and then add a Subarea to it. ![si-dynamics-existingapp-subarea.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948996031379.png)
7. In the **Properties** tab on the right, click the **Type dropdown** and select **Web Resource** as the component type. ![si-dynamics-existingapp-webresource.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966283411.png)
8. Under URL, type “sixsense”, then select **Sales Intelligence extension** from the option list that appears. ![si-dynamics-existingapp-url.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948966215827.png)
9. Enter a title for the SUB AREA. ![si-dynamics-existingapp-title.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948995870355.png)
10. At the top of the page click **Save**, and then click **Publish**. ![si-dynamics-existingapp-publish.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13948995803539.png)

### Configure Account, Contact, and Lead

1. From the left menu, select **Data > Tables**. ![si-dynamics-configuration-tables.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500832915.png)
2. Right-click the Account, Contact, or Lead entity and click **Edit**. ![si-dynamics-configuration-edit.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500794771.png)
3. At the top of the Account screen, select the **Forms** tab. ![si-dynamics-configuration-forms.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500743827.png)
4. Right-click the desired form and select **Edit form > Edit form in new tab**. ![si-dynamics-configuration-editform.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500673555.png)
5. Click **Switch to classic** at the top of the page. ![si-dynamics-configuration-classic.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500595347.png)
6. Choose an area where you want to embed the Sales Intelligence Extension, and click **One Column** at the top of the page. This inserts a new section in the form. ![si-dynamics-configuration-column.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479590931.png)
7. Select the newly created section, then click **Change Properties** in the top ribbon. ![si-dynamics-configuration-properties.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500447379.png)
8. Set properties as displayed here: ![si-dynamics-configuration-properties2.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949500350099.png)
9. Under **Events > Form Libraries** select the Sales Intelligence Extension SDK as displayed here: ![si-dynamics-configuration-events.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479321107.png)
10. Under **Event Handlers**, select **TabStateChange** as the type of event and click **Add**. ![si-dynamics-configuration-eventsadd.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479354003.png)
11. Make the changes shown below and then click **OK**. ![si-dynamics-configuration-handlerproperties.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479217043.png)
12. Select the **Section**. ![si-dynamics-configuration-section.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479196691.png)
13. Go to the **INSERT** tab and select **Web Resource**. ![si-dynamics-configuration-webresource.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479128339.png)
14. Make changes as shown: ![si-dynamics-configuration-webresource2.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479094035.png)
15. Under the **Formatting** tab, make changes as shown, then click **OK**: ![si-dynamics-configuration-webresource3.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949479013139.png)
16. Click **Save** and then **Publish** at the top left of the page. ![si-dynamics-configuration-publish.png](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/13949449527187.png)

The name of our product that provides insights and analytics to help you improve your sales strategies and decision-making.

Sales Intelligence; the name of our product that provides insights and analytics to help you improve your sales strategies and decision-making.

Account-Based Marketing, the former name of the 6sense Revenue Marketing product.

Customer Relationship Management, an external platform used to manage your relationships and interactions with potential customers and clients.

Application Programming Interface; a set of rules that allows different software applications to communicate with each other.

Marketing Automation Platform, a 3rd-party platform that automates your marketing tasks and workflows, allowing for more efficient marketing campaigns.