Join Gini von Courter for an in-depth discussion in this video Prepare to enable CRM Sync, part of Dynamics 365: Set Up the LinkedIn Sales Navigator Integration.
- [Instructor] In these next few movies I'll show you how to enable CRM sync for Sales Navigator in Microsoft Dynamics. As with the Sales Navigator Dynamics widget there are some prerequisites, let make sure we have all of them in place before we begin. First, you need to have a Microsoft Dynamics Administrator account and that account needs to be in Dynamics 2016 online or on prem or Dynamics 365 online. There is no CRM sync for the older versions of Microsoft Dynamics.
In addition to the Dynamics administrator account, LinkedIn recommends that you also have access to either an integration user account or a generic user account like, CRM system account. The reason is, when you connect Sales Navigator with Dynamics, you're going to be transferring items from Sales Navigator into Dynamics and the creator will be whatever account is logged in. If you're logged in as the admin then everything that transfers in will say it was created by admin.
If you are using however, an integration account, it will say, integration user, if you are using a generic user account that you've created like CRM sales account, then it wills say, CRM sales account. We'll talk more about this in the next movie. You also need a browser properly configured. Internet Explorer, Edge, Chrome, FireFox, you'll want the latest version and make sure that you have Java script enabled. Next, you need LinkedIn Sales Navigator.
Either the team edition or the enterprise edition. And, you need to have an administrator seat and a team member seat. The administrator seat to configure CRM sync, and the team member seat to test and make sure that is works. You need to make sure that the Dynamics app or widget is already installed and has been tested. And finally, there is a guide for this. The CRM Sync Dynamics Enablement Guide, and here's a bit.ly link that will take you to the page where you can download this guide.
I recommend that you have this in hand so that you can make any notes you'd like to make, but also so that you can look at specific settings as I walk you thorough enabling this sync feature. If you have all of these items in place we're ready to go and I'll see you in the next movie.