If a user has been notified that the account administrator has enabled CRM integration for their account , but they cannot see the Ooma Office module in their Dynamics 365 application, here are some troubleshooting steps to try:

• Follow the instructions in this article to make sure the Channel Integration Framework has been installed and configured correctly.
• Confirm that the Microsoft Dynamics application where the user expects to see Ooma office is selected in Select United Interface Apps for the Channel, as outlined in this article.
• Check the user’s role and then confirm that their role is selected in the Select the Roles for the Channel screen, as outlined in this article. If the roles field is left blank, all user roles will be selected and you do not need to do anything else.

If the troubleshooting steps above do not help you resolve the problem, please reach out to our Customer Care team for further assistance.