Dynamics 365: Set Up the LinkedIn Sales Navigator Integration

The integration between LinkedIn Sales Navigator and Dynamics 365 now includes data syncing. This course covers the process for setting up the integration.

LinkedIn Sales Navigator integrates well with Dynamics 365—and the integration now includes data syncing, meaning the contact and account records stored in either of these robust CRM (customer relationship management) tools will stay updated and aligned with the other. This course covers how to set up the integration. Join Gini von Courter as she takes you step by step through the process.

Introduction

• Welcome
• Installation requirements

1. Install the LinkedIn App (Widget)

• Install the LinkedIn Sales Navigator app (widget)
• Test the LinkedIn solution

2. Install CRM Sync

• Prepare to enable CRM Sync
• Connect Sales Navigator to Dynamics 365
• Set write-back and other settings

Conclusion

• Next steps