How to Synchronize LinkedIn Sales Navigator with Dynamics 365 CRM

Learn how to enable the synchronization of LinkedIn Sales Navigator with Dynamics 365 CRM in this week's episode of the Business Applications Lunch and Learn series with Nick Fratello and Chris Stedman from Microsoft.

The sync enables Sales Navigator Data to appear in Dynamics 365, including LinkedIn InMails, PointDrive, Messages and News.

Demo Timestamps / Steps:

1) (1:18) Establish the LinkedIn Sales Navigator Sync in Dynamics 365 Advanced Settings

2) (1:39) Enable Sales Navigator Integration

3) (2:25) Configure LinkedIn Sales Navigator SNAP Control for the D365 entity Form in Customization

4) (3:32) Add LinkedIn SNAP Control to the Form (company profile) or (member profile)

5) (5:32) Connect Sales Navigator to CRM in Sales Navigator Admin Settings

6) (6:05) Enter your company's Dynamics Online subdomain

7) (6:50) Tailor the LinkedIn Sales Navigator Sync Synchronization Settings