Introduction
Using Dynamics 365 with Sales Navigator
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What you need for this course
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1. Install the LinkedIn App (Widget)
Install the LinkedIn Sales Navigator widget
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Test the widget
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2. Install CRM Sync
Prepare to enable CRM sync
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Connect Sales Navigator to Dynamics
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Modify sync settings
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3. Using the Integration App and Sync
Sales Navigator for Dynamics: The basics
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View lead or contact LinkedIn info
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Search for a contact's or lead's profile
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View a new lead's profile
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Send InMail and messages from Dynamics
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View Dynamics data in Sales Navigator
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View a company profile
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Glossary_Dynamics365SalesNavigatorIntegration.zip
(1000 KB)