Step by step – LinkedIn Sales Navigator integration with Dynamics 365 Sales

Nishant Rana's Weblog

To enable the LinkedIn Sales Navigator Integration with Dynamics 365 Sales, navigate to App Settings >> General Settings >> LinkedIn Integration and click on Enable LinkedIn Integration

We can do the same from System Settings >> Business Management >> LinkedIn Sales Navigator

Click on continue to install the LinkedIn Sales Navigator

LinkedIn Sales Navigator solution will add the LinkedIn Sales Navigator controls to the default forms of Lead, Opportunity, Contact, and Account.

The controls are LinkedIn Sales Navigator Lead control and LinkedIn Sales Navigator Account control along with their corresponding lookup controls.

These controls can be added to any other entity as well.

https://docs.microsoft.com/en-us/dynamics365/linkedin/integrate-sales-navigator#unified-interface-apps-sales-navigator-controls-for-the-unified-interface

The installation process will start.

The installation should complete in 10-15 minutes.

Click on Go to Configuration, select LinkedIn Sales
Navigator and enable it.

Toggle to Yes and Save the settings above or within the Sales Hub >> App Settings

The installation process…

View original post 426 more words

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