For the complete documentation index, see llms.txt. This page is also available as Markdown.
Install from Microsoft Marketplace
To install the Next Best Action solution from the Microsoft Marketplace, visit the link and follow the steps shown below.
Click on the FREE TRIAL button.
If the user is already logged into CRM, accept the terms & conditions and click on Continue.
If the user is not logged into CRM, fill in the credentials and Sign in.
Next, confirm the details in the form, accept the terms & conditions and click on Continue.
Select an environment from the dropdown list. Click on the checkboxes to accept the legal terms and privacy policies. Then, proceed further by clicking on the Install button.
The installation process will now have started and you can check the status by refreshing the page.
After the installation is done, you will be able to see the Next Best Action solution in My apps.
