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LinkedIn Learning

Dynamics 365: LinkedIn Sales Navigator Integration

via LinkedIn Learning

Overview

Discover how to add the power of the world's largest professional network to your CRM solution by integrating LinkedIn Sales Navigator with Microsoft Dynamics 365.

Discover how to add the power of the world's largest professional network to your CRM solution by integrating LinkedIn Sales Navigator with Microsoft Dynamics 365. In this course, Gini von Courter explores how to streamline and enhance your social selling strategy by importing LinkedIn profile data and sales activities into Dynamics 365, the powerful business application from Microsoft. She explains how to access Sales Navigator features—including InMail and lead recommendations—from inside Dynamics 365. Plus, she demonstrates how to view Dynamics data in Sales Navigator.

Syllabus

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

Taught by

Gini von Courter

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