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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

LinkedIn Sales Navigator

Microsoft made a major acquisition when purchasing LinkedIn. In conjunction with Dynamics 365, this creates a huge advantage over its competition. As one of the most established professional networks, LinkedIn is a treasure trove of information that can be used to enrich and enhance business processes with data on contacts, accounts, and relationships.

To enable this functionality, the user configuring the platform must be a system administrator, and the proper subscriptions must be available. These include either a Microsoft Relationship Sales subscription or one of the Sales Navigator licenses including LinkedIn Sales Navigator Team or LinkedIn Sales Navigator Enterprise.

Note that, as of the spring 2019 wave, the default solutions for LinkedIn are not installed out of the box; the administrator performing the configuration must install these.

Starting the initial configuration

To start the configuration, navigate to Settings | Business Management and select...

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